A self managed super fund doesn't mean you do it all by yourself - we work with you to maximise the potential of your retirement income.
We are regularly asked to provide up to date information, advice and opinion on the superannuation arrangements for business owners, individuals and retirees. We've been doing this for many years and have a high level of knowledge and understanding of what will work best in each scenario.
North Advisory provides advice on establishing & managing of Self Managed Superannuation Funds, including expert advice on the following:
- Selection of individual or corporate trustee
- Contribution limits & eligibility
- In House rules
- Related party transactions
- Tax advice on bindings nominations
- Review of trust deeds
- Structuring of estate planning through superannuation
- Auditing of self managed superannuation funds