Self-managed Superannuation

At Lusi & Company we specialise in superannuation services designed to help you secure a financially stable future. Our knowledgeable team is dedicated to guiding individuals and businesses through the complexities of superannuation, ensuring you make informed decisions that align with your retirement goals.

Self-Managed Superannuation Funds (SMSFs)

• Establishment and Compliance: Assistance in setting up and managing your SMSF, ensuring compliance with all regulatory requirements and ongoing reporting obligations.
• Tax & Investment Strategies: Expert advice on tax and investment options within your SMSF, helping you build a diversified portfolio that meets your retirement objectives.
• Audit service: We can guide and assist you with all aspects around audit and compliance.
  

Superannuation Review

• Fund Performance Analysis: Comprehensive reviews of your existing superannuation funds to assess performance, fees, and suitability for your retirement goals.
• Consolidation Services: Guidance on consolidating multiple superannuation accounts to simplify and reduce fees.

Retirement Planning

• Withdrawal Strategies: Advice on the best strategies for accessing your superannuation upon retirement, maximising your income while minimising tax liabilities.
• Pension Setup: Assistance with setting up a pension plan to provide a steady income stream during your retirement years.

• Expertise You Can Trust: Our experienced professionals stay updated on the latest superannuation laws and regulations to provide you with reliable advice.
• Personalised Approach: We take the time to understand your unique financial situation and retirement goals, offering tailored solutions that work for you.
• Comprehensive Services: From individual planning to employer obligations, we offer a range of superannuation services to meet all your needs.
• Commitment to Your Future: We are dedicated to helping you build a secure and prosperous retirement through sound financial strategies.

Start Planning for Your Future Today
Don’t leave your retirement to chance. Contact Lusi & Company today to explore how our superannuation services can help you achieve your financial goals and secure your future.