Superannuation Administration and Estate Planning

The superannuation environment is subject to frequent and ongoing regulatory change which can dramatically impact on the effectiveness of your wealth management strategy.

Superannuation is one of TMA's key specialisations. We have extensive experience in the superannuation industry, working with trustees, members and employers. Our team brings together tax and industry knowledge to deliver practical solutions that ensure you are making the most from your superannuation.

This includes the annual preparation of Financial Statements and Taxation Returns for Self-Managed Superannuation Funds, Superannuation Tax Advice, Administration of Self-Managed Superannuation Funds, Retirement Planning, Periodic Compliance including TBAR, Pension Administration and Estate Planning.

An Estate Plan will ensure that a person’s estate is passed to their chosen beneficiaries with certainty and in the most financially efficient and tax-effective way. It will protect your wealth and facilitate passing that wealth on to family members or others as you would like.