Superannuation is key to wealth management and retirement security for Australians, with the appropriate use of tax concessions and incentives more important than ever.
We design superannuation strategies to suit you and your business, taking advantage of the tax concessions available, while also helping to safeguard SMSFs through comprehensive audits and compliance checks.
Our services include:
Advisory & Planning
Leverage taxation incentives available through superannuation, including tax-deductible contributions, transition to retirement strategies, rollovers, and retirement planning. Our goal is to protect your retirement assets while maximising their value, ensuring you achieve the best possible outcomes in retirement.
Compliance
Superannuation funds are subject to strict regulation, either by the ATO for SMSFs or by APRA for others. Given the complexities of the governing SIS legislation and the significant tax implications, compliance is essential. We provide ongoing compliance management tailored to your specific needs, ensuring you meet all legislative requirements while you focus on your business.
Auditing
Financial and compliance audits of superannuation funds are increasingly complex yet essential due to stringent regulations and requirements. Our expertise in this specialist area ensures that audits are conducted efficiently and in full compliance with ATO guidelines, giving you peace of mind. Merrotts’ audits act as a safeguard by identifying any issues or breaches that could jeopardise the SMSF’s compliance status and financial integrity.
