We can help you with:
- Establishment of a Self-Managed Super Fund
- Contributions to your super funds
- Withdrawals from your super funds
Establishment of a Self-Managed Super Fund
We can help you to decide if a SMSF is the right option for you. A Self-Managed Super Fund (SMSF) gives you the freedom to invest in assets you know and understand best. As a trustee of your own SMSF, you can control where your retirement savings are invested.
Ferrari Gardner will ensure that the set up process of your SMSF runs smoothly and with our up to date knowledge and expertise we will offer the solution that suits your situation the best.
Contributions to your super funds
Superannuation is a tax-effective way to save for your retirement, as contributions are taxed at concessional rates.
Ferrari Gardner can help you determine your eligibility to make contributions as well as calculate the appropriate amount of contributions to make to maximise your super, including advice on managing salary sacrifice, government co-contributions, small business CGT contributions, Downsizer contributions, and more.
Withdrawals from your super funds
Superannuation is a retirement savings vehicle, so you need to meet certain conditions before you can access it.
Ferrari Gardner can help you determine your eligibility to make pension payments and lump sum withdrawals, as well as calculate the appropriate amounts to withdraw including advice on account-based pensions, Transition to Retirement Income Streams, and more.
General Advice Warning
This information has been prepared without taking into account your objectives, financial situation or needs. Because of this, you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation or needs.
Ferrari Gardner Pty Ltd (ASIC No. 1244804) ABN 84 074 432 652 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361
Nathaniel O’Brien-Pyke (ASIC No. 1244803) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361