Self Managed Super Funds
What are your plans for retirement? Are you planning to sell everything, buy a Winnebago and hit the road? Or do you have plans to travel the world? Are you on a rural property and working through a succession plan with younger family members and retiring into town? Or are you staying exactly where you are to enjoy the lifestyle of the community you have lived and worked in your whole life?
Taking control of your superannuation as early as possible is a great way to plan for your future. Kothes Accounting Group Bega has the only Self Managed Super Funds (SMFS) specialist on the NSW Sapphire Coast, Gary Skelton. Gary and his team will help you create a superannuation strategy that complements your retirement goals.
With superannuation savings in Australia now exceeding $1 trillion, it’s no surprise to see that many people are taking control and forming their own SMSF. But superannuation law can be complicated and it does change, so managing your own SMSF can be a considerable responsibility.
We can help you make your investment decisions by analysing the performance, costs and benefits of the many options available and comparing them to your specific needs.
We can help you set up a new Self Managed Super Fund and provide ongoing administration, taxation and auditing compliance support to help you achieve your wealth goals upon retirement and maximise total savings.
What Kothes can do for you
Kothes Accounting Group Bega director Gary Skelton is an AFS Authorised Representative of Bridges Financial Planning and can help you take advantage of the many and varied opportunities within super such as:
- Consolidating your super
- Making smart investment choices
- Contributing more to super and taking advantage of concessional and non-concessional contribution limits
- Investigating if you’re eligible for the government co-contribution scheme
- Splitting contributions with your spouse
- Explaining how DIY super works and if it’s right for you
- Transitioning to retirement
Peace of mind and professional advice
SMSF specialisation recognises Chartered Accountants who have undertaken specific, relevant study and have a level of experience that acknowledges they are a specialist in the field. The growing complexity of the superannuation sector has led to the need for consumers with a SMSF to be better informed about the quality of advice accessed. Kothes Accounting Group prides itself on being able to provide this specialised service.