Superannuation

For many Australians, relying solely upon the Age Pension in retirement is an unattractive option given the modest standard of living this affords. The Australian Government encourages individuals to rely less upon public funds and take responsibility for funding their retirement by providing significant incentives for wealth accumulation in the form of superannuation.

There are a variety of superannuation alternatives available and we can assist you in understanding each, from personal and corporate super through to a Self-Managed Super Fund (SMSF). For many of our clients a SMSF is their preferred choice, with lower costs and greater control over how their money is invested being several of the reasons SMSFs are often favoured. True to our vision of making life easier for clients by offering integrated services under a single roof we have the expertise across our complimentary divisions to deliver a complete SMSF offering to save you time and money.

Our Accounting & Tax division has the expertise to:

  • Establish SMSFs
  • Prepare financial statements & tax returns
  • Facilitate annual SMSF audits
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Our Navigator Wealth Management division can assist SMSF trustees with:

  • Implementation of an efficient and cost effective investment administration service.
  • Provision of strategic investment advice across a range of asset classes.

Our Navigator Lending Solutions division can assist SMSF trustees with:

  • Arranging borrowing within their SMSF for purchase of commercial and residential property