Wealth Management

Self managed superannuation is the fastest growing sector in the superannuation industry. At Langley McKimmie we are an Authorised Representative of SMSF Advisers Network Pty Ltd enabling us to provide advice in relation to Superannuation and Self Managed Superannuation Funds (SMSF’s).

Our Authorised Representatives can provide the full range of services allowing you to get the full benefit and the flexibility to control your retirement and estate through using a SMSF. We tailor solutions to suit the needs of each client covering the following areas:

  • Establishment of your SMSF
  • Administration & Compliance
  • Taxation Advice
  • Pensions including Transition to Retirement Pension
  • Strategic Advice
  • Estate Planning
  • Instalment Warrant Borrowing

Some of the most commonly requested services include:

  • Gearing in a SMSF using Instalment Warrants
  • Creation of multiple income streams
  • Death Benefit payments and advice
  • Effective use of reserves in your SMSF
  • Transfer of assets into a SMSF including business real property and listed shares
  • Compliance Review