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© 2016 by Lewis & Coble

 

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Self Managed Super Funds


Many clients are now setting up their own self managed superannuation funds so that they can maintain control over their investments and to avoid the high fees of the large retail funds. We can help you with:

 

  • Set up of the fund and compliance with initial registration requirements

  • General advice on investment strategy (see note below)

  • Assisting trustees in their roles and responsibilities

  • Preparation of financial statements and tax returns

  • Other taxation matters including capital gains tax and taxation planning of the fund

  • SMSF daily administration

  • Audit of the fund

  • Transition from investment stage to retirement

  • Meeting the regulatory reporting requirements

 

Note: 
We do not hold an Australian Financial Services Licence and we are therefore unable to offer advice on any specific investments.

 

Asset Protection/ High Net Worth


​Protecting your assets against frivolous creditors is increasingly becoming a common concern. We can assist clients wanting improved asset protection and estate planning, ranging from simple solutions for assets which are low in number or value ie: the family home and one investment property, to more complex solutions for larger asset bases where an individual wants both asset protection, estate planning and the ability to redirect who receives distributions.

Estate & Succession Planning


​Succession planning is a process for understanding the needs of the Business Owner in facilitating the future of the business after their own tenure. It involves identifying and developing internal and/or external talent to take the business forward.

Planning for succession increases the availability of a pool of talent and/or buyers for a business.

Super and Wealth