Leading superannuation services for Geelong clients

December 18, 2021

Are you looking for an expert team that offers quality superannuation services in Geelong?

Superannuation, which we commonly call ‘super’ in Australia, is a long-term savings structure that your employer contributes money to regularly by law. Its goal is to help fund your retirement. You can also contribute to your super.

While retail and industry funds are popular, setting up a self-managed super fund (SMSF) is a more hands-on approach.

At CD&G Accountants, we have years of experience in the area of superannuation and SMSFs. We know that financial planning for retirement is something some people tend to put off. But that’s a mistake. The earlier you put a plan in place, with super a focus, the greater chance it has to grow for your retirement.

And let’s face it, we all want a comfortable retirement rather than one that’s marred by financial stress and struggle.

Our accountants provide the superannuation services Geelong clients can trust for professional, practical advice and greater control of their super investments.

Expert advice

So what can our highly-qualified accountants do to help? Well, we can assist with:

  • Helping you to set up and find the best structure for your SMSF;
  • Making sure your fund is a custom fit for you, your circumstances and your lifestyle;
  • And providing expert advice in areas including annual superannuation audits, compliance and taxation benefits. Our advice also covers employee/employer matters too.

There are a host of reasons that SMSFs are growing in popularity across the region and the nation. You enjoy much more control over your investment strategy which can include assets such as artwork, direct shares and direct property.

While you have more responsibility with a self-managed fund, the costs and fees can be lower than retail and industrial funds. You can transfer assets from your name to a SMSF and tax can be significantly reduced. These are just a hint of the attraction this type of fund presents.

If you want to know more about our comprehensive superannuation services in Geelong, please contact CD&G Accountants on (03) 5229 7191. We are keen to help.

Superannuation services Geelong