W&D Financial Services

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Superannuation

As the Government encourages Australians to take responsibility for and reach their financial retirement goals, citizens are repeatedly required to deal with superannuation funds. Self-managed superannuation is a means of saving for retirement. It enables you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.

Superannuation law is a delicate area and personalised planning is required for each individual. The team at W & D Financial Services are superannuation experts who can assist in establishing a superannuation fund that will effectively enable you to reach your financial retirement goals.

Services we offer include:

• Establishing self-managed superannuation funds
• Completing information for the Insurance and Superannuation Commissions
• Superannuation audits
• Advice on compliance matters
• Advice on taxation benefits
• Advice on employer obligations

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