We help you pay less tax when you retire by setting up a Self Managed Super Fund.

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5 Secrets To A Self-Managed Super Fund
(That will help you retire with more money)

In a Self Managed Super Fund (SMSF) you have greater control of your assets and investment decisions, which may allow you to better manage the tax position of the SMSF.

The current tax rate on earnings within a superannuation fund is 15% whereas personally we are taxed much higher.

At retirement, the income produced by assets within the fund  have no tax payable on that income and will not impact eligibility for receiving the pension. This difference in tax rates means that by having control over the disposal of assets, you may be able to reduce, or potentially eliminate a capital gains tax liability. 

SMSF’s aren’t for everyone, but they do have lots of benefits.

If you’d like to find out more about starting a self managed super fund, book a complimentary meeting and we can help you achieve this dream now or work out steps to do it in the future. 

UNDERSTANDING

KNOWLEDGEABLE

TRUSTWORTHY

We are accountants by education, not by nature.

Our hourly rates are up to 50% more affordable

We would love to conduct a complimentary consultation to see if it’s worth starting a self managed super fund. This could save you money in the future. Our hourly rates are up to 50% more affordable when compared with accountants of the same experience and qualifications as Whately Accounting.

We are passionate about helping people achieve their financial goals and retire with more money in their pocket. We would love the opportunity to have a chat with you.

STEP ONE

Schedule a FREE Consultation

STEP TWO

We will learn all about you

STEP THREE

We will and see if a self managed super fund is for you now or work out steps to get there in the future. 

Winnie Whately – Principal

My team have over 20 years’ experience working in partnership with local, national and international clients across a wide range of industries.

We are relationship experts who build trust and respect with our clients to achieve the best outcomes. We get to know you and your business by understanding what you want to achieve and where you want to be in the future. We provide you the knowledge to assist you in reaching those goals.

We’ll help you to manage your tax obligations, maximise cash flow and profit, become financially well organised, and build a valuable business asset.

We specialise in compliance, preparation of financial statements and tax returns for all businesses. We also offer payroll and bookkeeping services, and business advisory services just right for each stage of your financial journey. We are proud to be accountants in Cairns who love helping local businesses grow, however we work with clients across the globe. So no matter where you are in the world, if you need a team of highly qualified accountants that are  experts on Australia’s taxation laws, my team and I would love to help you grow your business, get in touch with us today for a free consultation. 

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Succession Planning

We help you with a smooth transition into retirement, including Business Valuations.

  • Capital Gains Tax
  • Fringe Benefits Tax
  • Rental properties
  • Self-managed superannuation funds
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Business Strategy & Advice

Our business advisory services help your business expand or diversify. Our team also offers professional advice around:

  • Income Tax
  • GST
  • Capital Gains Tax
  • Fringe Benefits Tax
  • Rental properties
  • Self-managed superannuation funds
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Taxation Minimisation

No matter the complexity of your taxation needs, we’ll streamline the process, working with you to prepare your financial statements and tax returns. With extensive expertise in this area, we’ll help take the guesswork out and find ways to maximise your return.

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Full Service Accounting & Book keeping

By taking care of all your compliance needs in a timely and professional manner, you’ll be free of the administrative burden. We offer payroll and bookkeeping services, alongside completion of Business and Instalment Activity Statements. We’ll help you plan ahead and note due dates too so that you’ll be ready in plenty of time.

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