Superannuation Services / Services
Harding Martin provides a variety of services to trustees of self managed superannuation funds and to individual superannuation fund members.
At Harding Martin, we see superannuation as an essential component of any wealth accumulation plan. The concessional taxation treatment of complying superannuation funds makes superannuation a very effective investment and the recent simplification, particularly for retirees over 60 means that superannuation is a must for any forward thinking individual.
Services to Trustees
- Tax planning and minimisation strategies
- Tax return preparation
- Financial reporting
- Financial and Compliance Audits
- Compliance with Superannuation Industry (Supervision) Act and Regulations
- Coordinaton of actuarial evaluations
- Undeducted purchase price and pension offsets
- Allocated pension management
- Minutes and statutory documentation
- Annual member statements
Why have a Self Managed Super Fund?
What is a self managed superannuation fund and would a self managed fund suit you? If you're thinking of a self managed fund, click here to find out more.
Services to Individuals
- Salary packaging
- Reasonable benefit limit management
- Pension design and implementation
- Investment advice (Harding Martin Financial Services Pty Ltd)
Do you have lost super benefits?
If you think you may have superannuation benefits but don't know where to fund them, try the following industry and Government websites.