ExpertiseCore ServicesSuperannuation

Superannuation

Superannuation funds are now the most effective place to build wealth in Australia and over the last ten years, the presence of self managed super funds (SMSFs) has been on the rise.

 

With latest estimates suggesting that there are over 410,000 SMSFs in Australia, it is the nation’s largest superannuation sector.

 

With the industry’s growth comes tighter regulations and legislation which can present new challenges for accountants, financial planners and other professional advisors.

 

Superannuation law is highly complex and SMSF’s are subject to much stricter regulations than other entities. The current penalties for breaches of the superannuation laws can seem extreme.

 

 

As a result, it is near impossible for advisors to provide comprehensive advice to clients unless they work full-time on superannuation issues.

 

From the introduction of SMSFs to Australia in 1994, William Buck has been there to develop smart, effective strategies for individuals and their families, assisting with the management of their superannuation funds and providing for their future.

 

Our superannuation consulting team has since grown to become one of the most highly skilled in the country. Focused purely on superannuation we seek to identify potential opportunities and develop innovative new strategies for our clients.

 

These are primarily high wealth families and hundreds of professional advisors who regularly seek our advice to assist their clients.

 

William Buck has long been recognised as one of Australia’s leading experts in superannuation. The ICAA, CPA, NIA and various other bodies have over many years engaged us to lead the education of their members in these areas.

 

Our service commitment

 

Our team is comprised of client-focused professionals who are pragmatic and commercial. It is our aim to provide expert knowledge in a user-friendly, practical manner – no fuss, no oversights and no penalties.
 

We ensure that you have all relevant, timely and meaningful information to assist in structuring and preparing for your financial future.
 

Additionally, all of our superannuation clients have access to our financial planning division, William Buck Wealth Advisors, should they require assistance with investment decisions or portfolio administration.

 

Services

— Optimising wealth transfers into SMSF’s

Using superannuation to drain retained profits out of companies whilst minimising tax

Transferring overseas retirement benefits 

Asset purchases and other transactions

Allowing SMSF’s to borrow to invest

Preparing investment plans

Managing tax & cash flows for family groups 

Plans to reduce tax on death benefit payments

Technical advice for other professional advisors

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