Financial Planning
With the improvement in technology, we are able to provide you with financial advice throughout your life no matter where you are. The following services are provided to help get you where you want to be.
Jonas Financial Planning
Being an authorised representative of the SMSF Advisers Network Pty Ltd, SAN supports our practice in providing advice regarding:
- Establishment of SMSFs
- Contribution strategies (amounts, 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
Superannuation is a complex and specialised area that we will be able to help you with every step of the way.
Superannuation is the second asset behind your home for most Australians.
Ensuring that you receive the right strategic advise complemented by the right taxation advise will ensure your reach your wealth creation goals to lead the life you wish to lead.
For an obligation free meeting to discuss your superannuation requirements, please do not hesitate to contact us.
