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Take control of your retirement.

Self

Managed

Super

Dancing Couple

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

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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. 

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Safe

GuardYour

Future

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