Superannuation

Superannuation is one of Benjamin King Money's key industry specializations. Unlike many firms our size, we have increased our expertise in the area of superannuation over a period in excess of 40 years.

We have extensive experience in the superannuation industry, working with trustees, members and employers. Our experience covers all facets of the industry including self-managed superannuation funds, pension administration, retirement planning and estate planning.

Self-managed superannuation funds (SMSF) have many advantages over large public offer funds. These advantages include:

• The ability to control and combine your superannuation entitlements. With a SMSF you are effectively able to pool all of your benefits into one account for investment consolidation and administration simplicity.
• A SMSF is able to purchase all ASX listed shares. Therefore, you can purchase shares on float and participate more actively in share buy-backs to increase short-term portfolio returns.
• The ability to transfer personally owned listed securities directly into superannuation.
• The ability to own your business' real property (but not operating assets) in the superannuation fund, assisting funding and cashflow problems for many businesses.
• Increased flexibility in investment choices and asset selection.
• Tailored management of tax on investment income and capital gains.

Benjamin King Money has the skills and the experience necessary to ensure we give our clients the financial peace of mind they deserve.