We believe your business should grow your personal wealth and provide you with the freedom to plan a comfortable retirement. Of course, this doesn't happen by accident. It’s a combination of circumstance, motivation and the right advice.
Our team can help you work out which investment options are right for you and how you can use them to legally reduce your tax obligations. Whether you have an existing investment portfolio or want to know how to get started, we can help grow your wealth and achieve your financial goals.
Superannuation is an important part of planning your future wealth and requires expert knowledge on the latest contribution limits and tax regulations. Sullivan Dewing can look at your options for contributing to your superannuation fund, determining when and under what conditions you can access your super and the taxation implications. We can also help you set up your own Self-Managed Super Fund (SMSF) and assist you with compliance obligations, including preparation of annual accounts and income tax returns.
If you’re looking to retire or transition to retirement, we can also determine the most tax-effective strategy for withdrawing your superannuation entitlements, based on your desired lifestyle and financial situation.
Contact us to find out how we can help you optimise your investments, so you can grow your wealth and enjoy a comfortable retirement.