PKF's Superannuation Consulting and Estate Planning experts provide a broad range of specialised advice. We can provide advice to individuals regarding superannuation and estate planning, as well as advice regarding superannuation to corporations.

Corporate Superannuation
We ensure the super plan you have in place for staff is administratively efficient and allows your staff to select the super that suits their objectives. Education of your staff is also one of the services we offer.

Superannuation Planning
Some of the areas regarding superannuation on which we consult are:

»  Super Guarantee Legislation
»  Employee choice of fund
»  Contribution thresholds
»  Accessing benefits

Self Managed Super Funds
PKF can provide detailed advice and assistance in setting up your Self Managed Super Fund. In addition to general areas of superannuation and estate planning, such as accounting, taxation, account based pensions and in-house asset rules, we are able to provide specialised advice and services including:

»  Structuring a person’s estate plan to ensure maximum wealth is transferred from
    one generation to the next
»  Corporate fund administration and advice
»  Divorce - how the Family Law Act applies to superannuation
»  Structuring superannuation and estate plans for executives 
»  Formulation of risk management policy and practices
»  Binding death benefit nominations
»  Trust deed reviews
»  Superannuation fund audits
»  Taxation provisions applying to superannuation contributions
»  Superannuation Industry (Supervision) Act 1993, and related legislation
»  Superannuation Guarantee Charge Act 1992
»  Training and seminars
»  Investment restrictions for super funds
»  Technical analysis of audit programs
»  Taxation of super funds, approved deposit funds and pooled superannuation trusts
»  Corporate super fund administration

For more information Contact Us at one of our PKF offices or download our Super Summaries. To speak directly with a Superannuation expert, see our profile page and to stay up to date with the latest information see our Superannuation related newsletters.