At McNamara & Company we empower our clients to control their business and investment destiny.  We believe that key to this is:

  • Having a strong and profitable business
  • A diversified and strong investment plan using a Self Managed Superannuation Fund (SMSF) and tax effective structures
  • Ensuring that assets are well protected including themselves

 

SMSF play a vital role in wealth accumulation and protection. There are two aspects of SMSF advice.

SMSF Compliance

McNamara & Company will attend to:

  • Preparation of annual financial statements and income tax return
  • Tax advice
  • Advising the trustee(s) and members of their administration obligations
  • Corporate Compliance for SMSF with a Corporate Trustee

 

SMSF and Investment Advice

The Wealth Advisor that we work in conjunction with, Sabre Private Wealth will be able to advise on the following:

  • Setup of SMSF including rolling over of member balances from retail / industry funds
  • Closing of SMSF
  • Provision of financial advice
  • Retirement Planning
  • Estate Planning
  • Borrowing inside your Super Fund to purchase financial assets such as real estate and direct property
  • Contribution Strategies
  • Pension Strategies

Sabre Private Wealth is also able to assist with investment advice outside of your Super Fund.  They can also assist with personal insurances such as: income protection insurance; life insurance; trauma insurance.


Other services we offer:

Self Managed Superannuation Funds (SMSF)

Estate Planning