Self-Managed Superannuation Perth

Superannuation is a tax efficient way of creating wealth for your retirement. No matter how old you are, it’s important to start planning for your retirement now to ensure you can afford the lifestyle you desire when you retire. Depending on the amount of the funds you have to invest, a self-managed superannuation fund may be of benefit in helping you achieve your retirement goals.

If your current superannuation funds under management exceed $200,000 and you want greater control over your superannuation investments, talk to Tactica Partners about the creation of a self-managed superannuation fund.

  • If you already have a self managed superannuation fund, we can provide you with:
    • Compliance reports
    • Tax Returns
    • Financial accounts
    • Transition to pension fund strategies
    • Trustee resolutions
    • Return on investment estimates
    • Estimation of PAYG instalments for the next 12 months
    • Rolling fund performance summaries
    • Annual member statements
    • Fund asset inventory

If you require a proactive and manageable solution to self-managed superannuation, you can be assured we’ll take a serious and active interest in the achievement of your wealth creation goals.

Services other than self-managed superannuation.

Tactica Partners specialise in accounting solutions for small to medium sized businesses and can help you maximise your personal wealth.

Contact us to start planning your long-term wealth strategy.