EWM Accountants can provide sensible advice on structuring your personal financial needs and requirements to meet your retirement plans.
At EWM Accountants, we recognize that general accounting and tax compliance is generally a core requirement for our clients. However, our pro-active approach ensures we deliver a consistent service and build solid relationships which stand the test of time.
Retirement planning is all about organizing your assets and savings into a plan which will meet your goals for retirement. Our team will talk to you about strategies to reduce your tax, maximize your superannuation and much more. We will work with you to develop a strategy that builds your capital whilst you are still working by selecting investments that will produce competitive and tax- effective returns, delivering a secure and regular income stream.
Our retirement calculator will allow you to estimate what assets you need to accumulate to afford your elected retirement income.
Self-Managed Super Funds
As the Government encourages Australians to take responsibility for and reach their financial retirement goals, individuals 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 a delicate area and personalised planning is required for each individual.
We are superannuation experts who can assist in establishing a superannuation fund that will effectively enable you to reach your financial retirement goals.
Services we offer include:
- Establishing self-managed superannuation funds
- Completing information for the Insurance and Superannuation Commissions
- Superannuation audits
- Advice on compliance matters
- Advice on taxation benefits
- Advice on employer obligations