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Business Services, Audit & Assurance, Superannuation, Weston Woodley & Robertson, Sydney , NSW, Australia
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OUR EXPERTISE A changing world

SMSF Audit

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.

Why is a Self Managed Super Fund audit important?

  • 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

Why is Superannuation an important tax planning option?

  • Effective tax structuring
  • Capital gains tax advice
  • SMSF's can borrow to invest
  • Protect your financial security
  • 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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Phone: (02) 9264 9144 | | Suite 3, Level 1, 15 Blue Street, NORTH SYDNEY NSW 2060
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