Take control of your retirement.
Self
Managed
Super
At Proactive Tax and Business Services we offer you peace of mind in retirement through Self-Managed Superannuation Funds.
How
We
CanHelp
1
Setup and Management of Self-managed Super Funds
2
Accounting for Self-managed Super Funds
3
Preparation and lodgement of Income Tax Returns
4
Advice on investments on Growth of Super Funds
5
Advice on drawing of Pensions and Transition to Retirement Income Streams
6
Onsite Auditing using an independent external Auditor
Authorised
Support
SMSF Advisers Network (SAN) supports our practices in providing advice regarding:
+ Establishment of SMSFs
+ Contribution strategies (amount, types, withdrawal and recontribution)
+ Pension strategies (account based and transition to retirement)
+ Transfer of business real property into superannuation
+ Withdrawals, commutations, and death benefit payments
+ Limited Recourse Borrowing Arrangements
+ Provision of an asset class investment strategy (based on an assessment of your risk profile)
+ Winding up of SMSF’s
The person at this office authorised by SAN to provide superannuation and self-managed superannuation fund advice is:
​
James Wilson – Authorised Representative No: 0001241919
Haley Tudor-Harrop – Authorised Representative No: TBA
Amy Clapham – Authorised Representative No: TBA
​
Proactive Tax & Business Services Pty Ltd is a Corporate Authorised Representative No: 124 1920
​
The SMSF Advisers Network Pty Ltd is an Australian Financial Services Licensee (No.430062), and is a fully owned subsidiary of the NTAA.
​
The NTAA has been a leading provider of education for accountants for over 20 years, delivering specialist knowledge in taxation issues and Self Managed Superannuation Funds. Our practice is please to be a member of this association, and benefits from the education they provide.
Useful
RESOURCES
This document is a Financial Services Guide, and is designed to assist you in deciding whether to use any of the financial services that we provide. We are required by law to give you a Financial Services Guide (FSG), which helps to educate and protect you and promote honesty and fairness in financial products and services.
