At McNamara & Company we empower our clients to control their business and investment destiny. We believe that key to this is:
- Having a strong and profitable business
- A diversified and strong investment plan using a Self Managed Superannuation Fund (SMSF) and tax effective structures
- Ensuring that assets are well protected including themselves
SMSF play a vital role in wealth accumulation and protection.
There are two aspects of SMSF advice.
SMSF Compliance
- McNamara & Company will attend to:
- Preparation of annual financial statements and income tax return
- Tax advice
- Advising the trustee(s) and members of their administration obligations
- Corporate Compliance for SMSF with a Corporate Trustee
SMSF and Investment Advice
The Wealth Advisors that we work in conjunction with, will be able to advise on the following:
- Setup of SMSF including rolling over of member balances from retail / industry funds
- Closing of SMSF
- Provision of financial advice
- Retirement Planning
- Estate Planning
- Borrowing inside your Super Fund to purchase financial assets such as real estate and direct property
- Contribution Strategies
- Pension Strategies
We have referral relationships with several Financial Planners that can assist with investment advice outside of your Super Fund. They can also assist with personal insurances such as: income protection insurance; life insurance; trauma insurance.
