Superannuation and Self-managed Superannuation Funds

The Australian Government encourages all Australians to take responsibility for and reach their financial retirement goals. Self-managed superannuation is a means of saving for retirement. It enables you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.

Superannuation law is a delicate area and personalised planning is required for each individual. Please note we do not hold an Australian Financial Services License and accordingly do not advise on financial products, investment strategy or superannuation.

Services we offer include:

  • Establishing self-managed superannuation funds
  • Completing information for the Insurance and Superannuation Commissions
  • Attend to Superannuation fund audits
  • Advice on compliance matters
  • Advice on taxation planning strategies and benefits
  • Advice on employer obligations

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Our Services

At James Mathers & Co we aim to provide you with advice when your business needs it, not just when you ask for it. Click to view our BusinessSpecialist and Tax and Audit services.
Resources

We offer a range of free, easy to use online resources including calculators, internet linkskey financial dates and tax facts.
Contact Us

We can be found at 27 Bydown Street, Neutral Bay, NSW 2089. If you would like to talk to us please call (02) 9953 0744 or email james@jamesmathers.com.