Gold Coast Accountant

Super Fund & Retirees

Super Fund & Retirees

If you’re 55 or over, we can help organise your finances to maximise the opportunities.

We can give you the right tax advice on your Super Fund in conjunction with your preferred Financial Advisor. Are you aware that there are great tax savings when you reach 60 as your pension stream is 100% tax free for most circumstances.

Other services for retirees include:

  • Set up of a Self Managed Super Fund (SMSF) upon advice received by your Financial Advisor
  • Bookkeeping and Annual Financial Statements for your Self Managed Super Fund (SMSF)
  • Completion of your Personal Tax Returns and Super Fund Tax Returns

Contact us now to find out more about our services for retirees.

Wealth Creation

Our network of Authorised Financial Advisors can give you wealth creation advice in the following areas:

  • Establishment of an investment plan
  • Investment into managed funds and shares
  • Superannuation advice
  • Margin lending
  • Personal insurances
  • Meeting your retirement goals
  • Leases, home loans, business loans and equipment or motor vehicle finance

Testimonials

We know that Nicola has our business interests at heart. She truly is a trusted adviser.

Every… Read more “We know that Nicola has our business interests at heart. She truly is a trusted adviser.”

Garry and Jo .

Accounting Tax Solutions is my preferred Tax Agent.

I… Read more “Accounting Tax Solutions is my preferred Tax Agent.”

Max Atfield .

Nicola and the team are a real asset for any business owner.

Nicola… Read more “Nicola and the team are a real asset for any business owner.”

Xavier Quenon .

Nicola and the team are a real asset for any business owner.

Nicola… Read more “Nicola and the team are a real asset for any business owner.”

Xavier Quenon .

I highly recommend Accounting Tax Solutions.

Nicola… Read more “I highly recommend Accounting Tax Solutions.”

Stephen Burns .

Beyond my expectations

Nicola… Read more “Beyond my expectations”

Debbie Goodall

So glad we changed over to Accounting & Tax Solutions

So… Read more “So glad we changed over to Accounting & Tax Solutions”

Peter & Stephanie Reiser

Always responsive and ready to assist

Nicola… Read more “Always responsive and ready to assist”

Marina, Creative Kids Child Care Centre

Maximised my tax return

I… Read more “Maximised my tax return”

Colin Straughen

All times professional, and yet responsive to our needs

We… Read more “All times professional, and yet responsive to our needs”

Jo Luxmoore

Very efficient and friendly

We… Read more “Very efficient and friendly”

Dominic Olliff

Always ready to assist

I… Read more “Always ready to assist”

Silvina Dupuy

Hugely beneficial and highly valued

It… Read more “Hugely beneficial and highly valued”

John Pikington

Do you need help with your Super Fund? or Wealth Creation?Contact us now  07 5559 1200