UHY Haines Norton can assist clients with their retirement planning and superannuation requirements with a range of SMSF services which will allow clients to actively plan for and manage their retirement goals.

UHY Haines Norton offer the following SMSF services to produce a retirement planning and superannuation strategy for our clients.

When it comes to our retirement and estate planning, attaining the best possible outcome for our clients and their loved ones is our foremost priority.

UHY Haines Norton understand that clients want a no fuss approach to establishing a strategy and we will therefore work with you and your other consultants such as your financial advisor, solicitor or banker, to provide you with the most effective retirement and estate strategies based on your needs and requirements.

Our retirement and estate planning service includes:

  • Retirement planning and strategies;
  • Assistance with government benefit schemes and aged care advice;
  • Assistance with and guidance regarding preparation of Wills and Trust Deeds;
  • Family succession and estate planning; and
  • Advice regarding commencing or ceasing a pension.

As the popularity of SMSFs continues to increase, our expert superannuation team at UHY Haines Norton can provide clients with advice as to the pros and cons of establishing a SMSF and then whether this strategy is appropriate for them.  UHY Haines Norton can also assist in the establishment and management of the SMSF including providing clients with advice on how to run and manage their SMSF.

Whether you are starting off, planning their retirement or have already retired, you undoubtedly want the best possible outcome from a SMSF.  UHY Haines Norton can guide you.

Our SMSF services include:

  • Superannuation advice regarding different stages of superannuation, that is accumulation phase, transition phase and pension phase;
  • Advice regarding establishing a SMSF and Trust Deed;
  • SMSF structure advice and planning including an appropriate strategy to align with your retirement plans;
  • SMSF loan structures;
  • SMSF administration and compliance including of:
  • Tax management including preparation and lodgement of income tax returns;
  • Preparation of annual financial statements;
  • Preparation and review of investment strategies;
  • Contributions amounts and in-specie contributions
  • Preparation of trustee minutes;
  • Undertaking of an SMSF audits;
  • Review and amendment of Trust Deeds;
  • Maintaining detailed asset records;
  • Maintaining accounting and member account records; and
  • Managing the SMSF compliance with Superannuation Industry (Supervision) Act (“SIS”);
  • Assistance and advice on winding-up a SMSF; and
  • Assisting with a SMSF transition to pension phase.

To find out more contact UHY Haines Norton on 02 9256 6600 today to start a conversation.

This content has been prepared to provide you with general information only and has not taken into account your personal objectives, financial situation or needs.  It does not contain and it is not to be taken to contain Personal Financial Advice.  Before making any financial or investment decisions, you should seek advice from an appropriately licensed or authorised financial advisor.

UHY Haines Norton (ABN 85 140156) is an authorised representative under AFSL No. 485258 held by Haines Norton Sydney Advisers Pty Ltd.