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Self managed superannuation

pic1The Government continues to tighten the rules concerning social security benefits; who can receive them and how much. Australians are also living longer and looking to retire earlier. Therefore, it is becoming increasingly important for individuals to actively manage their personal superannuation.

Saward Dawson’s team of finance and superannuation experts have the in-depth knowledge and technical ability to help clients to maximise their superannuation benefits.

Our services

We provide all the advice and expertise required for you to effectively manage your SMSF. We can fully administer the fund by providing ongoing administration and reporting. As accountants, we are in an excellent position to assist develop the most appropriate financial strategies to meet your goals. We can ensure that your portfolio investments match your preferred profile in the ever changing financial environment.

We are able to assist at all stages of your fund. If necessary, we can help establish the fund and of course advise if this is the most suitable strategy. We can help in all areas of administration and compliance and with annual audit requirements. And when appropriate, we can help with the establishment of pension commencement.

Why Saward Dawson

Saward Dawson has the expertise and knowledge to assist you in all areas of investment and administration of your SMSF. Our desire is to enable you to concentrate on the aspects that you enjoy and let us assist in the other activities. Working as a team, this approach enables you to look forward to reaping the benefits of the many years of work.

 
Services overview
Fund establishment
Investment strategies
Financial statements
Compliance reporting
Annual audits
Fund administration
Pension commencement
 
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Marie Ickeringill
Vicki Adams
 
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