Superannuation - Greenberg & Co.

Superannuation

Superannuation in particular Self Managed Superannuation Funds are one of the most strategic and flexible areas of wealth creation for our clients. We guide our clients through this heavily regulated area and assist with the following:

  • The establishment of Self Managed Superannuation Funds (SMSF)
  • Advising on which assets are appropriate for the SMSF
  • Strategizing income streams or pensions for those over 55 to ensure tax free status of the SMSF
  • Ensuring timely compliance and meeting of all statutory obligations including audit and lodgement of member data and income tax returns
  • Borrowing through super fund including arranging the appropriate documentation and providing all necessary documentation to the financial institutions
  • Advice on salary sacrifice for employees and directors.