SMSF Pension account review service

At its core, superannuation is about saving for retirement. The concessional tax treatment of superannuation encourages us to put money away into superannuation that we might otherwise spend now.

But having a poorly designed pension structure in place can significantly reduce the tax effectiveness of your retirement savings – for both you and anyone you choose to leave your superannuation benefit to.

Our service

Why take the risk of poorly structured pensions?

For a small, one off fee, the SuperIQ Technical Services team can review your current pension account structure and entitlements and let you know if there are any additional options that might result in a more tax effective outcome. It’s a small price to pay for the peace of mind that you are making the most of the opportunities available to you.

We will provide you with a simple, easy to understand, written report about the current structure of your pensions, the implications of the current structure, its tax effectiveness and outline the options you have to optimise it.

You can then decide if you want to implement the options we provide. There may be additional charges if you want SuperIQ to assist with the implementation but we will discuss these with you and agree them before we do anything.

What will it cost?

Our initial review will take about an hour and will cost $385 inc GST (which can be paid by your fund).

Next step

If you would like SuperIQ to review the structure of your fund and the tax effectiveness of its pensions please either email techservices@superorganised.com.au or call us on 1300 660 598