Werribee Superannuation Services

 

Werribee’s Best Accountants

Retirement is approaching quickly, and with an ageing Australian population, it’s becoming increasingly important for individuals to take control of their financial future. More Australians will need to rely on their own savings to fund their retirement, which is why having the right superannuation strategy in place is crucial. At Latitude Accountants Werribee, we specialise in self-managed superannuation funds (SMSFs), helping you take control of your retirement savings while maximising tax benefits.

An SMSF allows you to manage your superannuation with greater flexibility, ensuring your investments align with your financial goals. Whether you’re planning for a comfortable retirement or looking to grow your wealth, our expert team will guide you through the process of setting up and managing an SMSF, ensuring compliance and optimal performance.

At Latitude, we focus on helping you build more retirement savings with less tax burden. Our personalised superannuation advice is designed to minimise tax liabilities and ensure you have a secure, stress-free retirement. By working with our experienced advisors, you’ll gain peace of mind knowing that your retirement plan is in expert hands, with strategies tailored to suit your needs and goals.

Which best describes your accounting needs?

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Werribee Superannuation Solutions Tailored for Your Retirement

At Latitude Accountants, we provide customised superannuation services to help you secure your financial future. From SMSF setup advice to ongoing superannuation assistance, we ensure you’re meeting all employer obligations and maximising your retirement savings. Our expert team works with you to minimise tax burdens while building a robust retirement fund. Whether you’re preparing for retirement or managing employer contributions, our solutions are designed to keep you compliant and optimised for success. Trust us to guide you through the complexities of superannuation.

Our Werribee

Superannuation Services

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  • Latitude Business Solution (LBS) Subscription
  • Tailored Consultations
  • Advisory Support
  • SMSF Setup Advice
  • Superannuation Assistance
    • Review of the payroll records to ensure you are meeting quarterly employer superannuation obligations
    • Preparation and submission of quarterly reporting of superannuation using your bookkeeping software or tax agent portal
Latitude Accountant Meeting
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Where Is Latitude Located?

At Latitude Accountants, we make it easy for you to get the support you need. We are available via phone, email, and video conferencing to provide expert advice and answer your queries at a time that suits you. For those who prefer face to face consultations, you can also book an in-person meeting at your closest office.

Melbourne Office

Sydney Olympic Park Office

Marrickville Office

John Saade - Chartered Accountant

John Saade Chartered Accountant / Owner

Our Vision

"We believe the small business owner is the hero of our community. Our vision is to help 1,500 heroes make their dreams a reality."

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Frequently Asked Werribee Superannuation Questions

What is a self-managed superannuation fund (SMSF)?

An SMSF is a private superannuation fund that you manage yourself, offering more control over investment decisions and retirement planning.

How can Latitude help with SMSF setup and management?

We provide expert advice on setting up your SMSF, ensuring compliance with regulations, and ongoing support for managing your fund effectively.

What are employer superannuation obligations?

Employers are required to make quarterly super contributions to their employees’ retirement funds. We assist with reviewing payroll records to ensure these obligations are met.

How does Latitude assist with superannuation reporting?

We handle the preparation and submission of quarterly superannuation reports using your bookkeeping software or tax agent portal to ensure compliance with ATO requirements.

Can Latitude help reduce tax burdens on superannuation?

Yes, we offer tailored tax advice to help minimise the tax burden on your superannuation, maximising your retirement savings.

What is the Latitude Business Solution (LBS) Subscription for superannuation?

Our LBS Subscription provides ongoing advisory support, tailored consultations, and strategic superannuation planning to ensure your retirement goals are met.

What are the benefits of setting up an SMSF?

An SMSF allows you to have more control over your investments and retirement planning, giving you flexibility to tailor your superannuation strategy according to your needs.

How does superannuation affect my retirement savings?

Superannuation plays a crucial role in ensuring you have sufficient funds for retirement, providing a tax-effective way to build wealth over time.

What is superannuation guarantee (SG) compliance?

The superannuation guarantee (SG) is the compulsory minimum amount an employer must pay into an employee’s super fund. We ensure your business complies with SG obligations.

Can I transfer my existing superannuation to an SMSF?

Yes, you can transfer your existing superannuation into an SMSF, and we provide guidance on the process, ensuring a smooth transition.

How does tax apply to superannuation contributions?

Superannuation contributions are taxed at a concessional rate, typically 15%, which can significantly reduce your overall tax burden while growing your retirement fund.