Superannuation

92% of people do not understand the fees charged by their superfund, according to a Survey released on the 15th January 2004.

Well it is now almost 10 years later and we are pretty sure that things are still no more clearer!
Superannuation is a very topical area now days and it affects us all.  Superannuation can be held within your own Self Managed Super Fund or within a large public fund.  Regardless of which vehicle you choose, fees are charged in many different ways. You must therefore be very careful when reviewing your superannuation.

As we all are aware, the compounding effect of returns over the long term is substantial. This means that if you take an active interest in your superannuation and seek expert advice, and by doing so, you assist in increasing your long term returns by even 1 or 2% pa, the end balance you will have on retirement will be substantially higher.

Is it time for you to check your super?

Sydney Accounting, as an Authorized Representative of Count Financial, can review your super and where possible, provide recommendations and use this as part of your overall wealth management plans.

We are also experts in Self Managed Super Funds (SMSF). SMSF's are not for everyone but they can be an extremely attractive vehicle for your Superannuation Monies. It can, subject to your investment strategy and current legislation, allow investments in not only listed shares but also unlisted companies, property and other investments.

However, having your own fund comes with increased responsibilities.

We have an unsurpassed team of experts that we rely on to ensure that your fund remains
compliant with all relevant regulations.
This includes:

• Trustee Duties
• Investment Policies
• Audit Rules and regulations
• Member Account Balances
• RBL limits
• Retirement Planning
• Secretarial Requirements

Please contact us to discuss these issues further