Self-Managed Superannuation

In most cases, self-managed superannuation is the most tax-effective retirement planning and wealth accumulation option for our clients – in fact, it’s like having your very own private tax haven right here in Australia.

So it makes sense that Pascoe Partners has become one of the biggest self-managed superannuation fund accountants in the country, with more than 700 funds in our portfolio.

And while many firms create and administer self-managed superfunds, we also offer in-house expertise and advice about how to manage it effectively. That’s the difference.

We can help you to:

• Understand what you can and can’t do according to Superannuation Industry Supervision rules
• Establish and manage income streams
• Minimise tax on investment income and capital gains
• Maximise tax-exempt superannuation interests through the use of multiple pensions
• Manage life events like divorce and death with care
• Maximise asset protection through the use of fund structures
• Tax-effective planning for retirement and death benefits