Clements Dunne & Bell Melbourne

You are
Self Managed Superannuation Fund (SMSF)
  • Adhere to compliance requirements
  • Optimise your superannuation potential
  • Safely balance your risk versus return
  • Deliver on your retirement lifestyle objectives

As a Trustee of a SMSF you are faced with a myriad of requirements to ensure your Fund is complaint with both tax and regulatory rules.

What we do - Ensure You Have a Safe Future

CDB provides compliance support to Trustees including the preparation of financial statements, tax returns and audit.

CDB can assist with technical advice including strategies to access your superannuation in retirement or benefit from transition to retirement strategies. Ongoing planning to maximise wealth from investments will take the stress out of managing your Fund and will protect your lifestyle for the future.

 

 

 

 




Related Services

Talk to us

Contact:

Daniel Clements
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Richard Callis
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T: + 61 3 8618 2222