Self Managed Superannuation Funds

Superannuation

Superannuation covers not only personal superannuation but also the management of your own self managed superannuation fund and the latest strategies for using superannuation in your business, wealth creation and estate planning strategies.

Self Managed Superannuation Funds are one of the fastest growing wealth creation entities. They provide flexibility, control over your investments and tax and estate planning opportunities.

We have a number of clients who receive tax-free pensions from their own Self Managed Superannuation Funds. By planning early we have been able to minimise their tax through their working life and structure their affairs so their income in retirement is tax-free.

Smsf Logo

We can assist you in running your own Self Managed Superannuation Fund and keep you up to date with the latest planning opportunities.

Naomi is an accredited SMSF Specialist and invests significant amounts of time and energy into being the best in this field.

 

Self Managed Superannuation Borrowing and Tax Planning Strategies

Borrowing through superannuation is now possible and this has opened up new and exciting planning strategies.

By borrowing through your Self Managed Superannuation Fund you can get assets into a low taxed environment or even a no tax environment which means any income or capital gain on your investment is reduced or negated.

If there are insufficient funds outside of superannuation to make an investment then money in the superannuation fund may be used to undertake part or all of a property investment.

 

Retirement Strategies

Our clients pay themselves a taxfree pension from their own Self Managed Superannuation Fund. When a superannuation fund is in pension phase the income and capital gain on their investments is tax free. Their pension payments are also tax free in their own name.

“We strive to have the best knowledge in Self Managed Superannuation Funds as we believe the right strategies can significantly enhance the lives of our clients.”

Is This You?

Choose The Option That Suits You Best:

"I'm a Farmer"

"I'm A Business Owner"

How Well Do Our Strategies Work?

We’ve been honoured to help many Eyre Peninsula locals build the business, wealth, and life they’ve always wanted.

Here are some of their stories:

Tammy ShepperdShepperd Building Company
We have been associated with Naomi Durdin since the commencement of our business. We are impressed with Naomi’s accounting knowledge and experience. She is always professional and understanding and has successfully helped us work through any business challenges as they arise. Naomi is friendly, approachable and treats her clients with respect making you feel confident and at ease with the advice you receive. We have no hesitation in recommending the services of Eyre Accounting to any other business.
John & Gina KennyCoffin Bay formerly Yeelanna
We thoroughly recommend Eyre Accounting Services to any business that is looking for a progressive, energetic team that is happy to listen to your wants and needs and guide you in the right direction. We are very happy with the way Naomi has made our transition from the farm into retirement as rewarding as possible.