Our specialist super accounting team offers a complete administration service on
superannuation. We have a deep understanding of the latest advice on strategies to
help manage your retirement savings, including for superannuation accounts and SMSF
portfolios.
Technical and practical advice on superannuation
Our comprehensive range of superannuation services include:
- Superannuation strategies and advice. Stay across how to plan for, and
optimise, your super contributions in a tax-efficient way This includes
incorporating property, shares and other investments such as managed
accounts into an SMSF portfolio. - Self-managed super fund (SMSF) strategies. Get targeted help if you are an individual who manages their own fund, from investment management to
compliance factors and more. We are experts in compliance advice, which
assists clients to implement their strategies appropriately. Not all accounting
firms can offer this, as they do not have the required technical knowledge of
SMSF legislation needed for more aggressive strategies. - Estate planning strategies. Ensure your benefits are passed on as intended. The key strategies we can support you include how to transfer superannuation
benefits to beneficiaries upon a member’s death, factoring in the relevant legal
and tax implications. - Administrative services. Enjoy the tailored support of a range of tasks linked to super fund management, meaning you have more time to focus on other
priorities. - Pension strategies. Discover how to account for income streams in your
retirement including planning, structuring and managing payments. - Compliance audits. Our experts stay across fund-specific and industry rules to ensure your super adheres to all regulatory requirements.
How to maximise your retirement savings
At AMD, we offer expert advice on the complexities of superannuation, assisting with
proactive retirement planning. We specialise in setting up and maintaining SMSF accounts, which is designed to unlock key benefits for clients such as access to more
investment opportunities, enhanced flexibility and broader tax strategies.
We can support you in three key areas by:
- Enhancing your superannuation knowledge
Understanding the nuances of superannuation regulations in Australia is key to effective retirement planning. We delve into the specifics of contribution limits, tax implications, and the benefits of different superannuation strategies. Our team also educates on the importance of regular super fund reviews to align with changing regulations and personal circumstances. - Navigating complex regulations
Our expertise extends to guiding clients through the regulatory landscape of
superannuation in Western Australia. This includes compliance with the Australian Taxation Office (ATO) regulations, understanding the implications of the Superannuation Industry (Supervision) Act, and navigating the complexities of SMSF setup and management. - Preparing for a secure retirement
We believe in empowering our clients with the knowledge and tools to make informed decisions about their superannuation. By understanding the different aspects of superannuation, from investment choices to tax considerations, we help you build a solid foundation for a financially secure retirement. Reach out to our experienced team and find out how we can help with your
superannuation needs.
AMD Chartered Accountants: Why you can trust us
✓ The AMD brand has 40+ years of experience in providing taxation, business
services, bookkeeping, advisory and financial planning – at a local, regional and
international level.
✓ We commit to understanding each client’s unique needs and offering fast, flexible
and tailored solutions.
✓ To drive the best possible outcomes, our team of 80+ dedicated staff share their
knowledge across six offices in Western Australia.
✓ We have built deep and lasting ties within the communities we operate.