Take control of your retirement.
At Proactive Tax and Business Services we offer you peace of mind in retirement through Self-Managed Superannuation Funds.
Setup and Management of Self-managed Super Funds
Accounting for Self-managed Super Funds
Preparation and lodgement of Income Tax Returns
Advice on investments on Growth of Super Funds
Advice on drawing of Pensions and Transition to Retirement Income Streams
Onsite Auditing using an independent external Auditor
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.
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.