We are experts in understanding the tax implications of investment decisions including retirement and estate planning and the practical application of the superannuation legislation.
What is this service?
A superannuation fund is just a type of trust with concessional tax.
Taxation advice on superannuation contributions (concessional and non-concessional) and interaction with capital gains tax concessions (Small Business CGT Retirement Concession, Downsizer contributions).
Taxation advice and administration of self-managed superannuation funds and management of the annual audit.
Who requires this service?
Superannuation is now a complex and highly regulated area. Running you own self-managed superannuation fund (SMSF) is not for everyone. But for Business Owners and High Net Wealth Individuals who want direct control and involvement over their superannuation, an SMSF can be an ideal fit.
Any one selling their business and looking to maximise the benefits of the Small Business CGT Concessions
Why Spry Roughley?
We are experts in understanding the tax implications of investment decisions including retirement and estate planning, and the practical application of the superannuation legislation.
We ensure our clients get the best tax outcomes through building understanding of the investment tax environment.
We utilise cloud based accounting and investment systems to efficiently manage your SMSF compliance and documentation.
We outsource the audit of your SMSF to independent specialist SMSF auditors to ensure full compliance with ATO requirements
Can you advise me on how to invest? No we can’t. Spry Roughley does not have a financial planning license. However, we are happy to refer you to an independent financial planner or investment adviser who can support you.