Superannuation

Superannuation

Providing professional compliance advice to empower the DIY Investor

In recent years, growth in the superannuation sector increasingly becoming a substantial proportion of wealth and many people decide to establish a Self Managed Superannuation Fund to gain greater control over their investment decisions.

In recognition of this, Morris Cohen Glen & Co have established a specialised and independent Superannuation team offering expertise in the following areas:

• Establishing Self Managed Superannuation Funds
• Administration of Self Managed Superannuation Funds
• Financial Statements preparation
• Audit of Self Managed Superannuation Funds
• Preparation of Annual Taxation Returns
• Tax effective shift of wealth into Superannuation
• CGT Small Business Retirement Concessions
• Tax Effective Retirement Strategies
• Commencement and administration of Transition to Retirement and Account Based Pensions.
• SMSF Borrowing
• Salary Sacrificing
• Trustee assistance
  • Rectifying compliance breaches
  • Funds with multiple outstanding annual returns

For further information about our range of services, please contact partners@morco.com.au.