Superannuation & SMSF Set Up & Reporting
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We work with an experienced financial planner to assist our clients with superannuation and investment advice, strategies and implementation, and including personal insurances and protections – both private and business/key man.
We assist clients with SMSF set up and lending for legitimate retirement strategy purposes, including property purchases in superannuation.
We assist clients to manage and meet SMSF accounting, reporting and compliance obligations utilising BGL Super software and working with referral partners specialising in SMSF accounting and reporting & SMSF audit obligations