As the Government encourages Australians to take responsibility for and reach their financial retirement goals. Superannuation law is a delicate area and personalised planning is required for each individual. The team at Secure Tax Pty Ltd have a range of superannuation expert licensed colleagues who can assist in all your superannuation needs who can assist you to reach your financial retirement goals. , many people are now opting for self managed superannuation funds. 

Only a licensed financial adviser can provide advice in relation to financial products. Only our licensed partners will assist with such advice as required.  

Where a Self-managed superannuation fund is recommended, Secure Tax can assist with the practical implementation detailed in a statement of advice and provided fund establishment, administration, taxation and SIS compliance services. A SMSF enables you to control your investment strategy, reduce tax while obtaining tax benefits, control administration costs and achieve customised estate planning outcomes.

Services we offer include:

  • Establishing self-managed superannuation funds
  • Fund administration and compliance
  • Preparation of financial statements and tax returns 
  • Arrange superannuation fund audits
  • Advice on tax and SIS compliance matters
  • Advice on taxation benefits
  • Advice on employer obligations

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