Superannuation & Financial Planning

As government funded pensions continue to dwindle in real terms people are increasingly looking to funding their own retirements. For most, this will mean saving and investing in superannuation funds. Whether you are a member of a larger fund or involved in a Do It Yourself Fund – you will need guidance and advice. This is particularly true for people who are managing their own small funds.

The complexity of government regulation, constant reform and change in the legislation, audit requirements, prudential investment obligations and many other issues make superannuation a daunting necessity in life.

Lukaitis Partners has specialist resources to help you with superannuation and financial planning. We work closely with clients’ accountants and financial planners to advise on:

• superannuation structuring
• compliance requirements
• establishment and variation of superannuation deeds
• Binding Death Benefit Nominations
• permitted investments by superannuation trustees

Please contact Joseph Lukaitis to discuss any concerns you have about superannuation.