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.
By responding to these challenges you can make effective retirement decisions. We go beyond the numbers by looking at strategy and decision making. Weston Woodley & Robertson can assist you in establishment, implementation and ongoing administration of Self Managed Superannuation Funds.
- People are living longer
- Need to understand budgeting and cash flow needs in retirement
- Buying and selling businesses
- Business restructuring and corporate reorganisation
- Transfer of generational wealth
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- Sole purpose is to fund your retirement
- Strategic business advice
- Accounting and taxation compliance
- Transition to retirement
- Succession planning
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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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