Koschel Simpson Mattner. Our Care... Your Success. Accounting & Business Advisors QLD

Our Services

Superannuation

As the Government encourages Australians to take responsibility for and reach their financial retirement goals, citizens are repeatedly required to deal with Superannuation funds.

Self-managed Superannuation is a means of saving for retirement. It allows 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. At Koschel Simpson Mattner we are superannuation experts, and can assist in establishing a superannuation fund that will effectively allow you to reach your financial retirement goals.

Services we offer include:

• Establishment of Self Managed Superannuation Funds
• Completion of Information for the Insurance and Superannuation Commissions
• Superannuation Audits
• Advice concerning Compliance Matters
• Advice concerning Taxation Benefits
• Advice on Employer obligations
• Self Managed Superannuation Funds

KSM Wealth Pty Ltd is a Corporate Authorised Representative (CAR) of Professional Investment Services Pty Ltd. ABN 11 074 608 558, an Australian Financial Service Licence holder (No 234951).

The advisers of KSM Wealth Pty Ltd provide financial services advice on behalf of the CAR as Sub Authorised Representatives of Professional Investment Services Pty Ltd.

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GENERAL ADVICE WARNING

The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Services (PIS) Authorised Representative before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Professional Investment Services nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.

KSM Wealth Pty Ltd is a Corporate Authorised Representative (No.326979) of Professional Investment Services Pty Ltd Head office address: Level 14, Corporate Centre One, Cnr Bundall Road & Slatyer Avenue, BUNDALL QLD 4217 T: 07 5574 0244 | F: 07 5574 0180 | info@profinvest.com.au | www.profinvest.com.au ABN 11 074 608 558 | Australian Financial Services Licence No. 234951