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Superannuation and retirement planning

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.

Retirement planning experts

Retirement planning experts

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
  • Estate Planning
  • 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:

  • Consultancy services
  • SMSF establishment, administration and compliance
  • SMSF taxation advice

Want to know more?

If you have any questions, our retirement planning experts can help. Book a complimentary meeting at a time that suits you.

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