As the Government encourages Australians to take responsibility for and reach their financial retirement goals, citizens are repeatedly required to deal with superannuation funds. Self-managed superannuation is a means of saving for retirement. It enables you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.

Superannuation law is complex and personalised planning is required for each individual. The team at Thomas Davis & Co are superannuation experts who can assist in establishing a superannuation fund, provide management services, advice on strategy and implementation.

Services we offer include:

  • Establishing self-managed superannuation funds
  • Superannuation audits
  • Comprehensive administration assistance
  • Advice on compliance matters
  • Advice on taxation benefits
  • Advice on SMSF Borrowing 
  • Advice on employer obligations