Superannuation and Retirement Planning

As the Government encourages Australians to take responsibility for and reach their financial retirement goals, citizens are repeatedly required to deal with Superannuation funds.

Self-managed Superannuation is a means of saving for retirement. It allows you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.

Superannuation law is a delicate area and personalised planning is required for each individual. At Lomax Financial Services we are superannuation experts, and can assist in establishing a superannuation fund that will effectively allow you to reach your financial retirement goals.

Services we offer include:

• Establishment of Self Managed Superannuation Funds
• Completion of Information for the Insurance and Superannuation Commissions
• Superannuation Audits
• Advice concerning Compliance Matters
• Advice concerning Taxation Benefits
• Advice on Employer obligations