Superannuation
Providing Superannuation Advice
The quality of your life in retirement may well depend on the superannuation choices you can now. Don’t leave it to chance!
Watts Price Accountants offers a range of services and advice to help you with many aspects of your superannuation needs. We also utilise the services of Daniel Menzel, Financial Planner, from Grampians Investment Services who can assist you with your financial planning goals.
Between us we can help with many questions and areas of concerns such as:
- Deciding whether a Self Managed Super Fund (SMSF) is right for you
- Setting up a Self Managed Super Fund (SMSF)
- Tax returns and financial reporting for Self Managed Super Fund (SMSF)
- Self Managed Super Fund (SMSF) Trustee Responsibilities
- Binding Death Beneficiary Nominations
- Employer Superannuation Guarantee Levy (SGL)
- SuperStream requirements and processing
- Salary Sacrifice
- Government co-contributions
- Spouse Super Contributions
- Concessional & Non-Concessional Contribution Caps
- Pension and Transition to Retirement Income Stream (TRIS) information
- Help with many CentreLink issues
Daniel Menzel can also assist with:
- Working out how much you need to comfortably retire on
- Investment plans
- Investment advice
- Insurance advice
- Estate Planning