LSP Accounting offers specialist superannuation services in relation to:

  • Establishment of your fund – the trust deed, sets out the rules of the fund, and who the trustees are. The fund needs to also be approved by the ATO.
  • Documentation of the fund’s investment strategy, which is a set of rules, behaviours or procedures, designed to guide an investor’s selection of an investment portfolio. Usually the strategy will be designed around the investor’s risk-return trade off, some investors will prefer to maximise expected returns by investing in risky assets, others will prefer to minimise risk, but most will select a strategy somewhere in between.
  • Administration services – keeping accurate and accessible records that explain the transactions and financial position of the fund.
  • Allocated pensions – when you retire, you can draw a pension from your super fund to take advantage of tax concessions, including tax on earnings of 0% tax. Ask us about retirement strategies that can minimise the tax on your income stream.

Our location offers ample off-street parking in order to make your visits relaxed and hassle free. Our appointment times are flexible and will accommodate out of hours appointments. Evenings and weekend appointments are available with prior booking.