Self Managed Superannuation Funds
Benjamin King Money can support clients with their self managed superannuation funds in each of the accumulation, retirement and estate planning phases. We have the skills and experience necessary to assist with the design, establishment and strategies required to run an effective fund.
Annual Compliance
Do you as a trustee need help with any regulatory or compliance matters? Our depth of expertise and experience in all technical compliance matters and our experience in dealing with the Australian Taxation Office on superannuation matters gives us the ability to help you.
Our services include:
- Preparation of Special Purpose Financial Statements
- Audit of your self-managed superannuation fund
- Preparation and lodgement of Instalment Activity Statements.
Pension Administration
Our retirement planning expertise assists a large number of our clients in choosing to take their retirement benefits in the form of pensions from their superannuation funds. Our office prepares all the necessary paperwork required to allow our clients to take their superannuation benefits as a pension stream.
Estate Planning
Benjamin King Money has in depth experience and expertise in dealing with all aspects of our client's estate planning needs. We work closely with our clients lawyers to assist in the development of an estate plan.
Retirement Planning
We can assist you in preparing the optimum retirement plan. This should address your personal, family and estate planning goals. Our expertise enables us to help our clients in achieving their goals in the most tax effective manner. Having a financial services division as well as strong tax knowledge, ensures all aspects of our client's situation are considered.
Superannuation Strategies
Due to our high level of experience and knowledge of both regulatory and wealth management issues, we are able to provide practical advice on the most effective superannuation strategies to assist with your overall financial plan. Under our financial services licence, Paul Money is able to provide strategic advice. As we also provide tax advice to clients and understand their structures, we are able to consider their overall position for business, investments and retirement planning.
For investment advice, please refer to BKM Financial Services on our website for further information or click here.
Testimonials
BKM is the fifth partner in our business
On the recommendation of a friend my three partners and I approached Benjamin King Money at the inception of our partnership and business operations. Their vast knowledge and experience in business matters afforded us the confidence to adhere to their advice in terms of the structuring of our partnership and business.
But equally as important is their approachability - being able to access the partner and their staff, to ask questions and receive answers in a terminology that we can understand, and the ongoing advice and information relevant to our business.
BKM is the fifth partner in our business.
Click here to read testimonials from our clients.
