Retirement
At PK Chartered Accountants we can reduce the stress of thinking about your financial security in retirement.
Retirement is a long game and doing little things today will make a big difference later.
It isn’t easy thinking about what may happen next month, let alone in 10, 20, or 40 years. We can reduce the stress of thinking about your financial security in retirement by creating some certainty around what may eventuate. Retirement is a long game and doing little things today will make a big difference later.
Self Managed Superannuation Funds
Superannuation is arguably one of the best tax minimisation and asset protection structures available in Australia today. SMSFs still present an excellent retirement planning tool if used correctly and is appropriate for your circumstances. With our partner financial advisers, we can establish and setup your SMSF and provide ongoing administration and compliance services.
Risk Management
We can never overemphasise the importance of having the right insurances to protect your family and assets from unforeseen events. Insurances are critical in protecting family members from unwanted financial pressure, protecting business value, not to mention reducing stress when the unfortunate occurs. We work with specialists to place critical policies to protect you from the uncertainties life can bring.
Estate Planning
As a business owner, having your will, powers of attorney and estate planning in order is important. We work with our specialist solicitors to ensure your estate planning affairs are in order are to ensure the best outcome for your family (and business) in difficult times. We will also work with you to ensure your business has appropriate succession plan in place, including buy-sell and shareholder agreements.
We offer a wide array of tax, compliance and advisory services.
We adjust the mix of services to suit your circumstances, so consider the following list of services as examples, not the complete list of our capabilities.
Retirement
Self Managed Superannuation Funds (SMSFs) are great when used well, and costly if mismanaged. Get a game plan for building your business’ value and passing it onto family or selling it successfully. It’s a topic many feel uncomfortable discussing, but it’s essential for your loved ones and your legacy.
What we do
Ensure you are making appropriate use of your SMSF for your situation.
Help you work out when, to whom and for how much you want to sell your business, then help you achieve that plan.
Estate planning covers Wills, Testamentary Trusts, Powers of Attorney, Guardianship decisions, Advance care directives, Life Insurance, Superannuation death benefit nominations and Burial arrangements.
Results
Take full advantage of the tax benefits knowing you fully comply, not. Just now but also in retirement.
You’ll be more motivated in the short-term by having a clear end goal, you’ll maximise your gain and minimise your tax.
Be sure your legacy lives on as you envision, after you’re gone.
PK are responsive, flexible, knowledgeable and, most crucially, ethical. They took time to understand my circumstances and adjusted their approach to suit my needs. I would not hesitate to recommend them to others.
P.J – CHILDCARE INDUSTRY
next steps
We make it easy for you to become a client. Switching accountants is actually easier than many people realise. Here are the steps…
INITIAL CALL
Click here to book a time for an initial chat. This goes for 15 to 30 minutes and is complimentary. It allows us to discuss your current situation and answer any questions you may have.
SCOPING
If after the initial chat we both decide there looks like being a good fit, we’ll arrange a scoping session where we meet with you to dive deeper into the support and services you require.
PROPOSAL
We’ll then put together a proposal for you, outlining your options and giving you all pricing up-front. No more unpleasant fee surprises.
ONBOARDING
We’ll send your existing accountant the required letter, get your files and information from them, as well as any required logins, and then set you up as a new PK client.
More Ways We Can Help
get in touch
Get in touch with us today using our online form or book a meeting here.
Level 17 9-13 Castlereagh Street
Sydney NSW 2000
