Accounting & SMSF Advisory Services

Accounting and tax strategies are incorporated into the overall financial plan for each client.

This ensures a seamless approach to providing advice and implementing the agreed strategies.

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Working with, and passing preparation of all financials, tax returns and ongoing administration with selected administrator.
With business assets we provide advice on a wide range of topics, including:
- Potential for small business concessions under $2m turnover or <$6m assessable assets.
- Importance of 15 year rule or eligibility for retirement exemption.
- Transitioning from small business operations, with the sale and then moving into retirement.

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EWK provides a full superannuation and SMSF service encompassing financial planning, tax and accounting advice.

SMSF service features:
- Implement an SMSF.
- Advice and investments.
- Structuring cashflow needs in retirement.
- Operations and administration.
- Audit.
- Final tax return stage.
Ongoing advice and guidance on accessing allowable limits of concessional, personal and non-concessional contributions, withdrawals and recontribution strategies.
Managing TTR and ABP pensions for taxable and tax free segregation, minimum pension payments, transfer balance caps, and total super balances. Binding death nominations.
Investment advice in line with client objectives, cash flow needs and risk profiles.
Strategic and Dynamic asset allocation supported by asset consultant specialists.
Flexibility of investment spectrum to cater for client preference, e.g., property as part of the overall investment strategy.
Investment strategy preparation for audit purposes at least annually.

The SMSF service provides a seamless approach to completing audits and operating the fund in the background by specialists on the client’s behalf.