The world is changing. The business environment and the needs of our clients are changing. Retirement savings are a significant asset. Governments are introducing and changing laws which affect you.
A financial and compliance audit must be completed before a fund's annual return can be lodged. We go beyond the numbers by looking at strategy and decision making. Weston Woodley & Robertson can assist you in auditing your Self Managed Super Fund.
- It is a legal requirement
- Assist in identifying areas of compliance that could be improved
- Ensure that the Fund is complying and will receive the appropriate tax concessions
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- Effective tax structuring
- Capital gains tax advice
- SMSF's can borrow to invest
- Protect your financial security
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- Managing and reviewing tax liabilities
- Necessary for proper estate planning
- Managing tax liabilities on death
- Future well being of your family
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