Clients choose us!
We interpret the Super Law for you and answer all your questions.
Perhaps because the principals own fund invests in property and size is closer to $10 million mark, generally trustees who like property over shares and have a fund size over $ 3 million find a lot of comfort in engaging us. Trustees with smaller size funds or who invest only in shares broad asset class do not either understand our language, nor we do, theirs.
There are many accounting firms out in the market place, generally in business for a fee, whereas we offer our SIS knowledge and expertness because we are passionate about it. We have lived, breathed every moment of last three decades and invested our life savings and spent most of our professional lives in this space.
We understand that DIY Super Fund is only a part of the whole picture - any tax planning for the whole family requires in-depth understanding of all tax structure and experience to recommend over structure over another.
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Thousands of people dream of having their own business and even more so be a successful entrepreneur. But what does it take to achieve success in the business industry? ...
Mistake No.1 - Who's the Boss? Some of your subordinates will be young and new, eager to follow you. But, the experienced ones might be more resistant to your directives, especially if it comes across as an order, disregarding their experience or suggestions ...
We believe that taxes must be paid, however each person has a legal right to manage their taxes to their acceptable level.
DIY Super Fund offers the most concessional tax rate but that does not mean that it should be the only structure for ever circumstance. Generally you will have multiple structures, for example our principals have almost all, Partnership, Discretionary Trust, Unit Trust, several companies and multiple DIY Super Fund, each structure is there because of its merit and their circumstantial usage.
You get what you pay for
There is a lot of weight in this saying but sometimes the best things are free are life. We understand that you will be engaging a specialist firm and hence will expect a specialist service.
Reviews of our current clients will tell you more about us
The success of your own business is the main motivation that pushes us forward to our own advancement and development. We appreciate every word of your reviews and feedback and happy to supply testimonials of our existing clients.
If your nest egg needs special care, only then you need to engage us. From the very beginning of our engagement, we are devoted to our clients' DIY Super Fund ensuring it has been correctly established.
Our fees is based on what related structure the DIY Super Fund is involved with. We usually find that there are borrowings from related party and investments in related trusts and some clients are running a business etc. When we take over a client, we discuss which part of the whole structure they want to engage us for and based on that, our fees is determined.