Self Managed Superannuation Funds
 

We believe Superannuation is a vital tool in client's asset accumulation and Estate/Succession Planning strategies. Clients should always be looking for greater control, flexibility and return from their superannuation investments. At Dominion Private Clients, we not only appreciate these goals, we will work towards providing solutions to meeting your retirement income needs tax effectively.

Dominion Private Clients offers a total compliance and advice service for your Self Managed Superannuation Fund (SMSF).

This includes:

• Establishing your SMSF and Trustee Structuring.
• Preparing Annual Financial Statements
• Income Tax Returns
• Investment & Income Summaries
• Annual Compliance Documentation
• Superannuation Contribution Strategies
• Pension Strategies based on individual(s) circumstances.
• Related Party Asset Acquisition Advice
• Coordinating the purchase of your life insurance
• Structuring your Estate and Succession Planning.
• Praemium and Banklink reporting

We provide our clients with the appropriate structure to achieve and maximise their wealth creation. Our aim is to provide clients with peace of mind and security in the knowledge that your superannuation investments are providing for your retirement

We hold an Australian Financial Services licence to advise in the complete area of Self Managed Superannuation Funds. We are therefore subject to strict regulatory controls in the provision of such advice including the need to maintain the highest possible professional education standards.