For many of us, Superannuation is one of our biggest long-term investments. So it makes sense to invest in sound advice.
At AH Jackson & Co, we take the stress out of important questions like, how much super is enough? We’ll guide you through tax-effective super strategies and make sure you are financially prepared for retirement.
At AH Jackson & Co, we have considerable experience and expertise with self-managed superannuation funds. Let us take the hassle and confusion out of compliance and administration issues, leaving you with more time to deal with investment decisions.
We also handle all documentation relating to the setup and ongoing administration of your fund, as well as completing superannuation fund tax returns. A self-managed superannuation fund isn’t right for everybody and one key element of our advice is to determine if it is the right retirement savings vehicle for you.
At AH Jackson & Co we can help you with:
- Online access – allowing you to keep track of your contributions & investments
- Taxation and compliance advice
- Administrative services including, tracking your investments against the investment strategy, record of trustee meetings and resolutions, up to date valuations of unlisted assets, property administration.
- Reserve monitoring
- Act as a mail house to avoid the double handling of mail and to avoid items being missed
- BAS lodgements
Superannuation Specialist Team
07 3253 1500
Cassie is passionate about helping clients take control of their future, through supporting them in making decisions and incorporating her client’s personal and business goals.
Not sure what your business needs?
Let AH Jackson shout you a coffee and chat about how we can help.