Clements Dunne & Bell Melbourne

Services
Superannuation and SMSFs

CDB offers superannuation services that can provide all your accounting and secretarial functions to create and manage a viable superannuation fund.  It can maintain member records on behalf of the trustees and ensure trustee legislative responsibilities are met.  CDB superannuation services include the completion of statutory documentation, accounting reports, taxation returns and the provision of statutory audit services.

  • Build your retirement dream
  • Protect your nest egg
  • Leverage your existing capital
  • Balance risk against gain

Whether you want support for your superannuation tax concerns or to provide expertise to confidently run a self managed superannuation funds (SMSF - DIY superannuation), CDB will help you plan for the future and protect your nest egg.  Don’t leave your retirement dreams in the hands of fate.

Services:

  • Superannuation services to self-employed and employees, as well as personal, corporate and public superannuation and pension funds
  • Retirement strategies
  • Investment strategy
  • Establishment of self managed superannuation funds (SMSF)
  • Superannuation investment and taxation structuring
  • Fund administration
  • Training and presentations on all superannuation and related issues
  • Monitoring and advise of legislative changes
  • Superannuation auditing services
  • Prudential reviews

Your superannuation tax, self managed superannuation funds (SMSF - DIY superannuation) will be credibly supported for optimal results.


 

Talk to us

Contact:

Richard Callis
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Paul Clements
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T: + 61 3 8618 2222