Protect Your Wealth And Maximise Your Retirement
We Have You Covered
If you haven’t thought about your superannuation until you’ve started preparing for business exit, then you’ve waited too long.
On the other hand, as you’re launching and building up your business, you will want to maximise your energy and focus on that.
This is where InCorp Advisory can help. We provide a full and holistic accounting and advisory service around superannuation and SMSFs, including:
- Establishing the SMSF
- Maintaining pension and contribution accounts.
- Coordinating the annual audit.
- Preparing financial statements and tax returns.
- Preparing trust deed minutes and fulfilling ongoing SMSF compliance requirements.
- Cash flow strategy for retirement.
- Death benefit nominations for your superannuation.
SMSFs are complex and highly regulated. We support clients to maximise their returns, manage tax exposure, and make the most of their wealth right throughout retirement.
Who we work with
SMSFs are for high-net-worth individuals with around $200,000 already in super. For the business owners and executives that we work with to scale up their businesses, being able to establish a SMSF and take control over their financial destiny is a reward for years of hard work.
The quality of support with SMSF services can vary greatly. At Incorp Advisory, we specialise in bringing the same exceedingly high services standards that we provide fast growth & emerging businesses to their business owners and their personal wealth.
We work with:
- Business owners
- Executives
- Entrepreneurs and Founders
- Investors
- High Net Worth Individuals
How InCorp Advisory Can Help
Our team of experts can guide you through the investment options available under our license, including property purchases within your super fund. For instance, if you are looking to purchase a property through your SMSF, we can introduce you to the right advisors and ensure that the process is compliant with all regulatory elements.
Additionally, if you prefer to manage your own investments, we can introduce you to expert financial advisers who can help you review your investment strategy to ensure it aligns with your financial goals and regulatory requirements.
Early planning is crucial, especially with the ever-changing retirement regulations. We help you navigate these changes and make informed decisions about when and how to start your retirement planning. Our ecosystem of services ensures that your SMSF is managed seamlessly, allowing you to focus on your business while we take care of your retirement planning.
The Trusted Choice
Our SMSF team has decades of combined experience in SMSF advisory, and a proven track record in helping clients of all types.
- Michelle Prasad: With over 15 years of SMSF advisory experience, Michelle is an authorised representative of an AFS licensee, qualified to provide limited SMSF advice, and prioritises team support, operational efficiency and client relationship management.
- Jackie Jiang: CA and accredited SMSF advisor with 10+ years in the field, focusing on superannuation and taxation challenges.
The team is always available to clients to answer questions and provide guidance.
FAQs
A Self-Managed Super Fund (SMSF) is a private superannuation fund that you manage yourself. It allows you to control your retirement savings and make strategic investment decisions. Our team at InCorp Advisory can help you establish and maintain your SMSF, ensuring compliance with all regulatory requirements.
SMSFs are typically suited for high-net-worth individuals with around $200,000 already in superannuation. This includes business owners, executives, entrepreneurs, founders, investors, and other high-net-worth individuals. Our experts can guide you through the eligibility criteria and setup process.
We offer a comprehensive range of services including establishing the SMSF, maintaining pension and contribution accounts, providing strategic investment advice, coordinating annual audits, preparing financial statements and tax returns, and ensuring ongoing compliance. We also assist with cash flow strategy for retirement and death benefit nominations for your superannuation.
InCorp Advisory brings the same high service standards to SMSF management as we do to scaling businesses. Our team has decades of combined experience in SMSF advisory and a proven track record in helping clients maximise their returns, manage tax exposure, and make the most of their wealth throughout retirement.
If you are looking to purchase a property through your SMSF, our team can introduce you to the right advisors and ensure that the process is compliant with all regulatory elements. We can also help you develop and review your investment strategy to ensure it aligns with your financial goals and regulatory requirements.
Contact Our Team
Contact InCorp Advisory
How Can We Help You?
We deliver advisory services to help you grow & scale your business.
Locations
Sydney Office:
Level 1, 6-10 O’Connell Street,
Sydney NSW 2000
Perth Office:
Suite 11, Lincoln House
Level 1, 4 Ventnor Avenue
West Perth WA 6005
Melbourne Office:
Level 1, 25 Burwood Road
Hawthorn VIC 3122
Brisbane Office:
Level 17, 167 Eagle Street
Brisbane QLD 4000
