PROACTIVE TAX

Your Tax and Business Specialists

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SELF MANAGED SUPERANNUATION

At Proactive Tax we offer you peace of mind in retirement through Self-Managed Superannuation Funds

  • – Set-up and managements of Self-Managed Super Funds
  • – Accounting
  • – Preparation and lodgement of Income Tax Returns
  • – Advice on investments on growth of Super funds
  • – Advice on drawing of pensions and Transition to Retirement Income Streams
  • – Onsite auditing using an independent external Auditor

SMSF Advisers Network (SAN) supports our practices in providing advice regarding:

– Establishment of SMSFs
– Contribution strategies (amount, types, withdrawal and recontribution)
– Pension strategies (account based and transition to retirement)
– Transfer of business real property into superannuation
– Withdrawals, commutations and death benefit payments
– Limited Recourse Borrowing Arrangements
– Provision of an asset class investment strategy (based on an assessment of your risk profile)
– Winding up of SMSF’s

The person at this office authorised by SAN to provide superannuation and self-managed superannuation fund advice is:

                                       James Wilson – Authorised Representative No: 0001241919

Proactive Tax & Business Services Pty Ltd is a Corporate Authorised Representative No: 124 1920

The SMSF Advisers Network Pty Ltd is an Australian Financial Services Licensee (No.430062), and is a fully owned subsidiary of the NTAA.

The NTAA has been a leading provider of education for accountants for over 20 years, delivering specialist knowledge in taxation issues and Self Managed Superannuation Funds. Our practice is please to be a member of this association, and benefits from the education they provide.