Financial Planning and Superannuation

Design your future wealth with our financial planning and superannuation accounting services

You work so hard to earn that nest egg. Competent financial planning and superannuation advice will ensure you maintain your wealth into the next generation.

Our firm and partners can look after all your financial planning needs.

We can help provide you with advice on all levels of investment and insurance, superannuation advice and self-managed superannuation funds (SMSFs).

The advice you receive will be based on conservative principles, looking to protect the wealth you have accumulated over years of hard work.

Financial Planning Services

Financial planning is an important piece of the Dream Business Lifecycle. It ensures you maintain what you have worked your whole life to accumulate. Between KSW and our associates, we can provide the following financial planning services:

  • Budgeting and cash flow;
  • Debt management;
  • Strategies for growing wealth;
  • Tax-effective investment strategies;
  • Portfolio management;
  • Retirement planning; and,
  • Estate planning.

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Superannuation Advice Services

We have a long history and an in-depth understanding of superannuation. Between KSW and our associates, we can provide expert advice on:

  • Superannuation strategy and planning;
  • Contribution strategies;
  • Pensions; and,
  • Caps.

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Self Managed Super Fund Accounting Services

We can advise you on all aspects of self-managed super fund accounting, including:

  • Setting up your SMSF;
  • Administration of your SMSF; and,
  • Auditing your fund.

Our separate SMSF administration business, Premier SMSF Solutions Pty Limited, can provide all the above services with dedicated experienced SMSF professionals ensuring your SMSF house is in order. 

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The next steps

Start your journey towards achieving your business goals by allowing us to offer you quality accounting and advisory solutions with a transparent, no-surprises fee structure.

Initial Consultation
To take the next step, please schedule a consultation. Get in Touch
Needs Analysis
Whether you have more complex challenges, or need bookkeeping. We share knowledge to discover your needs and identify first steps. Get in Touch
Scope & Proposal
We provide a detailed scope of what the first project between us will entail. We are upfront about our costs so you have no hidden surprises Get in Touch
We have developed a smooth onboarding process over the years so we can get started right away. Get in Touch