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Managing your super

The team at Taggart & Partners are experts at superannuation.

For most people their super fund is one of their biggest long-term investments so it makes complete sense to get the advice of an expert. We can take the stress out of deciding which super fund is going to work most effectively for your personal circumstances including helping you determine if a Self Managed Super Fund (SMSF) might be right for you.

The Taggart & Partners team can help with all aspects of superannuation including:

  • Establishing a Self Managed Superannuation Funds (SMSF)
  • Allocated pension funds incorporating retirement planning
  • Fund administration
  • Audits of superannuation funds
  • Monitoring of legislative changes and issues

Let the team at Taggart & Partners take the hard work out of establishing your future retirement goals and implementing tax effective strategies to achieve them.

cocktail at the beach 

SMSFs are an increasingly popular option for many people as they allow you to:

  • Have complete control over your retirement portfolio
  • Have increased investment choice and flexibility
  • Potentially reduce administration fees
  • Purchase an investment property leveraging your super fund
  • Manage or eliminate Capital Gains Tax
  • Pool your superannuation assets with a partner or family
  • Control who benefits from your estate

Talk to us today to start the ball rolling on developing an investment strategy to give you the retirement you deserve. 

 

Resources

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Calculators
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Key Dates
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Useful Links
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Tax facts

What our clients say...

As directors of Vision 1 Investments we have been clients of Taggart & Partners for the past seven years. In this time we have found Taggart & Partners to be more than your average accounting practice.

Adam and Terese Biermann, Vision 1 investments Pty Ltd

Our phone calls, emails and questions never go unanswered – it is exemplary. Not only do Taggart & Partners come back with professional, well researched and thought through answers, but they do it with a friendly approach - your business matters to them.

Damian Kelly, Group General Manager, Brisbane Refrigeration Pty Ltd

Taggart & Partners have been my business and personal accountants for over 7 years. The support and service that they have offered to me has been crucial to the successful running of my business.

Stephanie Canfell, The Bowery

Taggart & Partners have been our accountants for the past four and a half years. Over the time we have found their service, advice and planning to be second to none.

Raymond Sackett & Justin Kennon, The Kennon & Sackett Group

Puss 'n' Pooch Day Spa has been receiving accountancy and tax advice from Taggart & Partners from day one. Nine years on we are still going strong. Ray and Suzanne Taggart are fantastic business-minded people and love to see their clients enjoy success.

Kelli Smith, Puss 'n' Pooch Day Spa