Clients Rob and Susie had recently retired at the age of 65 years and had approximately $1,000,000 each in their self managed superannuation fund. Fortunately, leading up to this day, they’d had specific advice from their financial planner to ensure they had enough money to retire.
Good news: as their SMSF was 100% in pension phase, there is no income tax on any investment earnings.
They provided us with their documented financial planning and investment strategy and couldn’t be happier.
We set up a system that automatically captured a lot of the paperwork that we needed to complete the financial statements, tax returns and requirements of the independent auditor. No more posting paperwork to us.
Rob and Susie are very comfortable that they have advisers to look after their superannuation interests and to ensure it all complies with taxation and superannuation legislation. This means that they can travel the country and enjoy their retirement.
Note: These are real case studies of clients we’ve worked with, though we have changed their names to protect their privacy.
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