Plan...Implement...Monitor...
Revisit the plan

Superannuation

Please be informed that Foster Raffan Compliance Division was acquired by Vistra in May 2017. As a result, these services are now provided by Vistra Foster Raffan. To find out more about Vistra, please click here.

Currently, superannuation provides the most tax effective way of accumulating wealth.  Self managed superannuation funds (SMSFs) provide more flexibility than managed funds and become cost effective when funds in superannuation exceed roughly $300,000. 

With this flexibility comes exposure to complex tax and superannuation industry legislation that can have significant adverse consequences if not properly complied with.

We take very seriously the advice and assistance that we give to clients who are trustees of SMSFs so that they are aware of all the opportunities that make superannuation tax effective and all the responsibilities they have as trustees to comply with the relevant legislation.  We have a specialist team to advise both clients and the other members of our team.

Some of the more complex topical areas that we cover:

  • When to set up an SMSF including arranging the set-up
  • Maximum contributions
  • Investment strategies
  • Starting and commuting pensions
  • Borrowing to acquire an investment – a particularly tricky area