Working with Trustees, Members and Employers to navigate the ever-changing requirements of the industry
The superannuation environment is subject to frequent and ongoing regulatory change which can dramatically impact on the effectiveness of your wealth management strategy.
Superannuation is one of DFK Gooding Partners key industry specialisations. We have extensive experience in the superannuation industry, working with trustees, members and employers. Our staff bring together tax and industry knowledge to deliver practical solutions that ensure you are making the most from your super.
Our clients know they can depend on us to provide guidance on their future plans which align with their business and personal goals.
We have extensive experience across the industry, including:
Self-managed Funds
Retirement Planning
Annual Compliance
Pension Administration
Estate Planning
SMSF
Self Managed Super Funds (SMSF) offer tax effective planning and wealth accumulation options for many Australians. However, in an increasingly complex and regulated environment, it is essential to engage the right professionals that can handle your complex SMSF issues and investments. DFK Gooding Partners is accredited to offer in-house SMSF advice across each of the accumulation, retirement and estate planning phases.
Retirement Planning
When thinking about retirement, the most common problem is not knowing how much is enough to retire on and enjoy a life of financial freedom. DFK Gooding Partners can help you to make informed decisions which align with personal and financial goals.
Estate Planning
An Estate Plan will ensure that a person’s estate is passed to their chosen beneficiaries with certainty and in the most financially efficient and tax-effective way. It will protect your wealth and facilitate passing that wealth on to family members or others as you would like.
Insights
Consider your Super before EOFY
Your superannuation policy update in preparation for the end of [...]
SMSF Trustee Responsibilities
Trustee Education for SMSF Compliance The ATO has a [...]
The Dummies’ Guide to Annual Superannuation Statements
Below is a quick guide to help you work [...]