“A bank is a place that will lend you money if you can prove you don't need it”
Are you aware of all the benefits of a Self Managed Super Fund? We can help you meet all your superannuation obligations and work with you to make sure everything is in order and hassle free.
- Superannuation contribution limits and tax implications - Making sure that you are aware of your superfund contributions and their tax implications.
- Self Managed Super Funds (SMSF) - Reporting requirements & audits.
- Superannuation guarantee charge - Determine the level of superannuation contributions you provide to your employees.
- Superannuation member statements - Comprehensible statements of your employee's superfund benefits.
Kids moved out? Lucky you, but it might be time to think about your retirement and pensions. Give us a call today to discuss retirement and pensions.
- Retirement & pensions
Plan for the legacy of your superfund. If you are over the age of 55 and wish to begin transitioning your superfund collections give us a call.
- Building Death Nominations
- Transition Planning
Contact us today for a friendly no obligation chat.
CVW Group Holdings Pty Ltd (ACN 122 046 164) ABN 24 122 046 164 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence number 409361
Stephen Vining is a Limited Authorised Representative 1257806 of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence number 409361