At Higgins Wood & Associates, we specialise in Self-Managed Superannuation Funds. Did you know that Self-Managed Superannuation Funds hold more of Australia's retirement savings than any other fund type? In fact, Self-Managed Superannuation Funds (SMSF) are the fastest growing superannuation sector in Australia. James Wood is an ASIC registered SMSF Auditor.
The team can help you take control of your superannuation and plan for your retirement with solid investment decisions to ensure your continued wealth creation. We have built a reputation for providing sound SMSF advice and have a growing clientele who we work with to offer strategies specifically geared to meet personal and/or business requirements. Our aim is to ensure that all available opportunities are available to help you achieve your retirement goals.
CLASS - Most Advanced SMSF Cloud Software
Clients are able to regularly monitor their SMSF. Features include connection to RP data for regular property valuations. Daily ASX price and dividend feeds for shares and managed funds. Direct bank feeds to enable checking that pension and contribution limits have not been breached. Direct feeds from most investment brokers.
SMSF Annual Administration and Compliance
We prepare all financial statements and returns and related required annual documentation for you.
SMSF Pension Strategies and Advice
We provide strategic advice pertinent to your own situation to ensure your tax liability is minimized and you can obtain maximum benefit from your SMSF.
SMSF Property Structuring
We provide several structuring options for purchase of residential, commercial and primary production properties options using your SMSF. The structures are based around your personal circumstances.
We provide strategies that support a smooth transition to retirement income streams. We can guide you about strategies for preserving your wealth for the next generation.
SMSF Audit Services
We are registered auditors able to perform financial and compliance audit reports on your behalf.
SMSF trustees need professional advice to get the most out of their fund. If your fund lodges its required return each year but gets no strategic advice you won’t reap the full benefits of having your own super fund.
If you would like to set up a super fund, or if you need advice on your existing fund we’d love to hear from you.