Superannuation, Self-Managed Superannuation Funds & Retirement Planning Our Services

Superannuation, Self-Managed Superannuation Funds & Retirement Planning

Badawy Large & Powers can provide detailed advice and assistance with setting up, administering and auditing of self-managed superannuation funds. Our aim is to remove the mystery surrounding Superannuation Fund management and reduce unnecessary costs to the members.

In addition to general areas of superannuation and estate planning, such as accounting, administration, taxation, account based pensions and in-house asset rules, we provide the following expert advice and services:

 
Superannuation

Superannuation

Through a panel of financial advisors, we will work with you to ensure that your superannuation fund is suitable for your future needs. We will work closely with you to ensure that you are making the best use of current regulations and that your investments are working hard. After determining your risk profile we will ensure your asset allocation is appropriate to your current circumstances.
 
Self-Managed Superannuation Fund Administration

Self-Managed Superannuation Fund Administration

We have an extensive panel of financial advisors to guide you through the compliance aspect of owning a Self-Managed Superannuation Fund (SMSF).

We can assist in the set-up of your SMSF including Corporate Trustee (if necessary) and Trust Deed and help you to meet your obligations as trustees and members of your SMSF.

We can provide quarterly performance reporting, along with your end of year tax statements. We work to ensure your investment strategy document reflects your actual investment portfolio and asset allocation goals. Our reporting can provide you with information regarding your contribution strategy and investment portfolio at any time.
 
Retirement Planning

Retirement Planning

At Badawy Large & Powers we have a panel of financial advisors who are experts in superannuation and retirement planning.

As you approach retirement, we can advise you on all of your retirement options, from maximising your contributions through salary sacrifice, income stream pension advice and investigation of any available Centrelink entitlements.

Our goal is to work closely with you to ensure that all your lifestyle needs and wants are met, which will make all the difference in retirement.