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Taggart Super Strategies is a sub-division of Taggart & Partners set up specifically to assist clients looking to build wealth through a Self-Managed Super Fund (SMSF).

With more and more Australians choosing SMSFs to help them meet their retirement aspirations, getting expert advice on the creation, structure and ongoing management of your SMSF is essential.

While new rules were introduced on July 1 2016 governing what advice an accountant can give regarding SMSFs, the good news is that we obtained a limited Authority from an Australian Financial Services (AFS) licensee, enabling us to continue to provide our clients with SMSF advice.

Raymond Taggart and the Taggart Super Strategies team can help you with:

  • Establishing a Self Managed Superannuation Fund (SMSF)
  • Limited Recourse Borrowing Arrangements (LRBAs)
  • Transition to Retirement Strategies (TRIS)
  • General advice on SMSF product classes
  • Contributions strategies (concessional and non-concessional)
Cocktail on 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.

Taggart Super Strategies Pty Ltd is a Corporate Authorised Representative (No.1235167) of GPS Wealth Ltd. 
ABN 17 005 482 726 | AFSL 254 544 | Australian Credit Licence 254 544
www.gpswealth.com.au | GPS Wealth Ltd Financial Services & Credit Guide | GPS Wealth Ltd Privacy Policy | GPS Wealth Ltd Complaints

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General Advice Warning & Disclaimer:

The information contained on this webpage has been provided as general advice only. The contents have been prepared without taking account of your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this webpage, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.

Whilst Taggart Super Strategies is of the view the contents of this webpage is based on information which is believed to be reliable, its accuracy and completeness are not guaranteed and no warranty of accuracy or reliability is given or implied and no responsibility for any loss or damage arising in any way for any representation, act or omission is accepted by Taggart Super Strategies or GPS Wealth Ltd or any other, agent or employee of Taggart Super Strategies or GPS Wealth Ltd.

 

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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