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  • key services
  • annual compliance and reporting
  • pension and benefit design
  • SMSF estate planning
  • compliance advice

Self-Managed Superannuation Funds (SMSFs) can be an ideal choice for business owners and individuals looking to control their own superannuation.

McKinley Plowman has a range of tailored SMSF products and, with our team of dedicated professionals we can assist in the establishment of a fund that will allow you to make strategic decisions and decide where and how to invest your money.

With a McKinley Plowman SMSF you get flexibility and choice, along with the secure feeling that you have the backing of our professional team, from establishment, preparation and lodgement of financial statements and tax obligations through to effective financing, tax planning and wealth building strategies.

Strategic Advice

SMSF strategy has become increasingly important as laws relating to SMSFs have become very complex. The need for advice is now more important than ever.

Whether it is doing property development, contributing to your SMSF to save tax on the sale of your business, setting up a pension or dealing with the death of a member, McKinley Plowman can assist with each stage of your SMSF life.

SMSF Compliance

With an unparalleled knowledge of superannuation legislation, McKinley’s SMSF team is well equipped to assist trustees, accountants and financial planners with SMSF compliance.

General advice warning:  The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.

Thinking about becoming a client?

Book your free, no obligation consultation right now at either our Joondalup or Perth Office via our online booking system or get in touch to find out more.

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Send us an email via our enquiry form or give us a call today.