A Grade Tax is able to assist with the establishment of Self Managed Superannuation Funds for those people wanting to take control of their superannuation investment.

We can also assist with explaining the tax advantages associated with Self Managed Superannuation Funds and assist you to comply with your ongoing obligations as a Trustee of a Self Managed Superannuation Fund. A key responsibility is the provision of audited Financial Reports and Tax Returns for the Fund.

Super Splitting

Super splitting is a powerful tool to access the higher concessional contribution cap in order to maximise the tax effectiveness of salary sacrificing into superannuation over the age of 50. It is particularly relevant where one member of a couple is approaching the new $500,000 member balance that determines eligibility for either the $25,000 or $50,000 concessional contribution per annum.