Newly established fund or existing fund - In Accumulation phase - all assets are held in cash - Fully automated data retrieval of bank accounts.Find Out More
Two member fund - In Accumulation phase - Mix of cash and Australian listed securities - Fully automated data retrieval of bank accounts, income and security trades.
Two member fund - In Accumulation phase - Mix of cash, Australian listed securities and ungeared property - Fully automated data retrieval of bank accounts, income (including rental statements if applicable) and security trades.
Two member fund - In Pension phase - Mix of cash and Australian listed securities - Fully automated data retrieval of bank accounts, income and security trades
Everyone has their own reasons, but being responsible for managing your retirement savings should be taken very seriously.
This site is designed to mentor you through the initial stages of establishing and running your fund. If you have any questions, you are welcome to fill in a or call us on (07) 3357 4488.
Control, greater input in decision making, the ability to purchase real property, the ability to borrow, estate planning and tax concessions!
When you've read the material on this site, including the role and responsibility of Trustees, taken professional advice, you are ready to start the set up.
What is a contribution and what is the allowable cap? In Specie Contributions, age based contribution limits, self employed rules and much more.Find out more
The mission is to streamline the reporting and payment of wages information, PAYG withholding and superannuation for employees. A worthy goal, considering the delayed and non payment of PAYG withholding and superannuation for employees.
Small business is the engine room of our economy. Creating new small businesses allows us the fill the employment vacuum left by larger firms that are putting off staff (most recently Dick Smith, Arrium for example) - large firms can clearly fail, for the same basic reason that small businesses fail - spending more than they earn.
Genuine leaders are people we all look up to - their moral compass is always pointing in the right direction. We have all heard stories about 'ordinary' people who step up and become leaders when faced with extraordinary challenges. This ability is contained within all of us. You can be a leader, if you are not one already.