Superannuation


Are you accumulating benefits for your retirement?

Do you require advice regarding your retirement strategies?

Will you be financially comfortable when you retire?

The experienced team at Peter H. Hunt and Associates can answer all of your superannuation queries. We can guide you through the complex superannuation legislation and provide you with advice that will ensure your retirement is provided for and that all of the taxation concessions available to you are obtained.

Have you considered a Self-Managed Superannuation Fund ‘(SMSF)’?

A superannuation solution that may be suitable for you is a Self-Managed Superannuation Fund. These superannuation funds suit individuals, families and small businesses and must have less than 5 members. They are called ‘SMSF Superfunds’.  Members of SMSF's have more control over their superfund’s investments compared to other superannuation funds.

What are the advantages of Self-Managed Superannuation Funds?

• Lower administration costs – SMSF's can be less costly when compared to many retail funds which may charge high fees to administer their superfunds particularly for superfunds with balances above AUD $500,000.
• Expert advice – a SMSF's established/managed with the assistance of Peter H. Hunt & Associates allows the members to obtain expert taxation and super advice to meet their personal needs and investment strategy. We can complete your Australian Taxation Office (‘ATO’) income taxation returns and audits as well.
• Controlling Investments – the members are not distanced from the decision-makers as to which investments to choose, they ARE the decision-makers.
• Variety – there are a wide range of investment options available to the members.
• Tax Concessions – Peter H. Hunt and Associates can advise the members in relation to additional taxation concessions available to the income of the superfund.
• Tax-Effective for Beneficiaries – if your SMSF's is established correctly, it can be passed on to your beneficiaries after death in a tax-effective manner.
• Portability – SMSF's are portable and therefore if your situation changes, so can your superfund.
• Retirement Planning – SMSF's can be used in retirement to pay a variety of income streams to suit your retirement needs in the most tax-effective manner. This may not be possible with a retail superfund.