Superannuation & Retirement

There are different superannuation strategies for different ages. Our experienced team can help!​

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It is essential to be proactive in managing your superannuation from a young age to ensure you reach your financial retirement goals. A Self-Managed Super Fund (SMSF) puts you in control of your investments but can be complex to manage. Our experienced team can help you understand your super fund and ensure you are meeting the obligations.

The 2016/17 SME Research Report found that 8 in 10 business owners want to value and benchmark their business. Why? Many business owners regard their business as their “Superannuation”. That is, they are expecting the proceeds of the sale of their business to fund their next business venture or retirement.

Unfortunately, most business owners believe their business is worth more than what it actually is. As a result, many are not only disappointed when their business fails to meet their price expectation, but they also have a shortfall of funds to support their retirement. At Complete Business Advisory, we work with licensed financial planners and can help you manage your Self Managed Super Fund.

Planning for the future

Superannuation is not something which should only be thought about when you retire. It is essential to plan for the future by implementing a strategy when you are young. Setting up an SMSF can be time-consuming and complicated. Our team can take you through every step of the process and help develop an appropriate strategy for you.

Do you need help setting up a SMSF? Get in touch with our expert superannuation accountants today!

Managing Your Super

Managing your SMSF is an ongoing process. Our team will complete your annual auditing to ensure your fund is compliant and undergo SMSF yearly tax returns for you. We will provide advice to develop an investment strategy which is best for you and your business. Our team reviews your SMSF regularly to respond to any change in circumstances that may impact you. We are committed to doing the right thing for you and will always involve you in decisions.

Are you looking for an accountant you can trust to manage your SMSF? Get in touch with our team of accountants today!

Transition to Retirement

As you transition to retirement and begin accessing your funds, it is vital to have the support of an experienced advisor as legislation is always changing. Our professional team can provide advice on ways to minimise tax when withdrawing from your SMSF and create a comprehensive retirement plan. Our goal is to make the process easy so you can be confident and assured in your financial future.