One of the most important and perhaps least understood aspect of a healthy financial future is superannuation.  Effective operation of a Self-Managed Super Fund requires intimate knowledge and detailed attention to legislation and investment strategy.

Our specialised team works with you to achieve your goals, providing tax advice and Financial Statement Analysis, ensuring a smooth audit process.

We assist decode this very complex sector by;

  • Organising the set up SMSFs
  • Organising the Audit of SMSFs
  • Compliance obligations
  • Statutory reporting statements
  • Assist your Financial Planner with :
    • Transition to retirement strategies
    • Limited recourse borrowing
    • Pension planning

 

General Disclaimer:  This website contains general advice only. It does not take into account the objectives, financial situation, or needs of any particular person. You need to consider your personal financial situation and needs before making any decisions based on this information and see your licenced financial adviser.

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I highly recommend Rebecca from KirbyHawke to anyone looking for a proactive accountant. No words can describe my appreciation with the level of service I have received from Rebecca for the past 10 years. Rebecca helped me establish Rev Head Super Fund and also guided me in the right direction with regards to my will.

Rebecca was by my side with facts and figures when I had litigation resulting from poor investor advice and without her support I’m sure the outcome would have been a lot different.

Maria Randell

Director Rev Head Super Fund