Accounting professionals - members of the two major Accounting Bodies - Certified
Practising Accountants (CPA ) and the Chartered Accountants of Aust.
With us, you get the right advice!
Fully qualified financial planners - Authorised Representative No. 427304 of
InterPrac Financial Planning Pty Ltd. (AFSL No. 246638)
Superannuation
The Australian Government encourages you to take responsibility for your own retirement destiny. Superannuation can be used as a central core to your financial strategy. More people are realising that they can take control of this very important investment through the use of Self Managed Superannuation Funds (SMSF). A SMSF allows you to take control of your investments, gives you significant tax benefits and reduces administration fees. But ... superannuation law is complex and requires personalised planning for each individual. Unless you know the legislation, you could very easily fall into traps which will penalise you dearly. At AIM Accounting, we will help you to set up your own superannuation fund. We effectively take away your administration worries so you can concentrate on where and how you want to invest your assets.Here's how we can help you:
● Determining your suitablility - we will provide advice on whether a SMSF is really the best choice for you ● Setting up your SMSF including trust deed and necessary tax office forms ● Documentation of the fund's investment strategy ● Completing returns for the Insurance and Superannuation Commission ● Advice on Taxation Benefits and legally minimising taxation ● Advice on Compliance issues ● Superannuation AuditsBenefits of a SMSF
● Maximum tax payable on contributions & earnings in a complying SMSF is 15% ● Imputation credits on dividends can reduce the overall tax you pay, excess credits are refundable. ● An SMSF can invest up to 100% in business real property ● On retirement, assets can be rolled over into a pension & any capital gains on these assets will have 0% ● Earnings in the pension phase are not taxable Give us a call now to discuss or arrange a meeting on (02) 4973 4550 or email us here
Superannuation
The Australian Government encourages you to take responsibility for your own retirement destiny. Superannuation can be used as a central core to your financial strategy. More people are realising that they can take control of this very important investment through the use of Self Managed Superannuation Funds (SMSF). A SMSF allows you to take control of your investments, gives you significant tax benefits and reduces administration fees. But ... superannuation law is complex and requires personalised planning for each individual. Unless you know the legislation, you could very easily fall into traps which will penalise you dearly. At AIM Accounting, we will help you to set up your own superannuation fund. We effectively take away your administration worries so you can concentrate on where and how you want to invest your assets.Here's how we can help you:
● Determining your suitablility - we will provide advice on whether a SMSF is really the best choice for you ● Setting up your SMSF including trust deed and necessary tax office forms ● Documentation of the fund's investment strategy ● Completing returns for the Insurance and Superannuation Commission ● Advice on Taxation Benefits and legally minimising taxation ● Advice on Compliance issues ● Superannuation AuditsBenefits of a SMSF
● Maximum tax payable on contributions & earnings in a complying SMSF is 15% ● Imputation credits on dividends can reduce the overall tax you pay, excess credits are refundable. ● An SMSF can invest up to 100% in business real property ● On retirement, assets can be rolled over into a pension & any capital gains on these assets will have 0% ● Earnings in the pension phase are not taxable Give us a call now to discuss or arrange a meeting on (02) 4973 4550 or email us here
