Wealth Management + Superannuation
Superannuation is one of the most critical investments facing every Australian. With the complexities in superannuation legislation, together with the substantial increase in demand for self-managed superannuation funds (SMSF), Moyes Yong
Co’s specialised superannuation team will provide you with the appropriate solutions.We offer the following services:
- Advice to employers and employees on superannuation obligations and saving for retirement
- Assistance with setup and conduct of a SMSF
- Advice on compliance and statutory obligations for trustees and members
- Full range of compliance related services including financial statements, audit, income tax returns and provision of regulatory information
- Access to a financial advisor for investments advice
- Self Managed Superannuation Fund administration service – we can look after the day to day administration of your SMSF, offering quarterly reporting and internet access for up to date investment performance.
The provision of financial services requires that the advisor holds appropriate licenses, therefore Moyes Yong
Co addressed this by referring our clients who require such services to speak to a financial advisor that we have a good working relationship with.Services that the financial advisor provides include:
- Appropriate long term investment strategies
- Wealth accumulation and specialist retirement planning
- Personal and corporate superannuation structures
- Life and risk insurance planning
- Portfolio monitoring and review service