Superannuation, Estate And Succession Planning

• Corporate and individual superannuation
• Self managed superannuation
• Asset protection strategies
• Wills, Testamentary Trusts, Power of Attorney

If you are looking forward to a comfortable retirement, it’s vital that you plan for your future. We can help put these plans in place.

Corporate and individual superannuation

We provide specialist audit and compliance services as well as taxation and plan structuring advice. We also tend to the taxation compliance of such funds through the preparation and lodgement of the fund’s annual income tax return.

We are experts in advising individuals on their personal superannuation. This extends to contribution planning, which is typically coupled with personal tax and retirement planning, with the view of maximising our clients’ financial comfort in their retirement.

Self managed superannuation

These specialised super funds offer you a personal self controlled superannuation fund. These funds are often highly regulated by the government and require annual and ongoing compliance. We have a professional and talented team that will offer you the best assistance and advice, making certain that the fund’s complying status is not compromised and all regulatory requirements are met. We provide proficient annual audits and other asset protection strategies to ensure we meet and exceed these standards.

Asset protection strategies

Many business owners are extremely busy doing what they do best – running their business. Often this can cause a failure to address appropriate strategies to minimise the loss of well earned assets. Without realising, owners could be potentially exposing their assets to risk, via trading or third party threats. Ongoing planning and advice from our asset protection strategists, can reduce or eliminate this exposure.

Wills, Testamentary Trusts, Power of Attorney

UHY Haines Norton is experienced in facilitating with experienced estate lawyers on behalf of our clients to ensure detailed and accurate Wills and Enduring Power of Attorney are put in place. This will give you the peace of mind and security that your wealth is correctly taken care of in the future.

We drive the process to ensure that the advice you’re given fits in with your existing structures and protects your family’s wealth after you have gone.

Through the preparation of a Will, we often ask for Testamentary Trusts to be put in place which are a tax effective tool for distributing and protecting your wealth.