Retirement planning should begin a long time before your final years of work. Our advisers are retirement planning experts who ensure you understand all the options available to help you enjoy a comfortable retirement.
A key element of our retirement planning services is to work with you to determine your financial retirement goals before providing strategic advice to get you there, including helping to determine the right retirement savings vehicle for you.
Our professional and client focused superannuation team works closely with our financial planning division to give you access to investment advice as and when you need it.
Our suite of services includes:
SMSF Consultancy Services
SMSF Establishment, Administration and Compliance
Preparation and lodgement of end of year accounts and income tax returns
Pension Strategies and Advice
SMSF Taxation Advice
Specialist Technical Advice
Self-Managed Super Funds
Self-Managed Superannuation Funds are not the right option for everybody. But if setting one up is right for your circumstances our expert team will help you determine at what stage of your career you should implement your fund.
A Self-Managed Super Fund (SMSF) allows you to take direct control of your retirement funds and convert your hard-earned money into a nest egg for your retirement. SMSFs require a much higher level of involvement in investment decisions and compliance with Superannuation legislation (SIS act). The laws governing SMSFs are extremely complex and intricate and are regularly modified by the government.
Walshs are retirement planning experts accredited to provide advice about Self-Managed Superannuation Funds. We handle all documentation relating to the setup and ongoing administration of your SMSF, as well as completing superannuation fund tax returns.
Our SMSF services include:
SMSF establishment, administration and compliance
SMSF taxation advice
We know you are busy
If you have any questions about how we can help you with accounting or taxation advice, please book a complimentary meeting at a time that suits you.
All advice on this site is general in nature and does not take into account your personal circumstances. Please do not hesitate to contact one of our adviser accountants or financial planning advisers if you have a query that is specific to your circumstances.
ABN 11 248 978 295 Walshs Financial Planning Pty Ltd AFSL 432636 ABN 82 122 293 912 Corporate Authorised Representative No. 463774 of Walshs Finance Australian Credit Licence 459119