High net worth individuals need specialist advice to ensure their superannuation is being optimised and their retirement planning and wealth accumulation is on track. The use of an SMSF can be a valuable tool in this process as well as an SMSF providing many estate planning opportunities.

Cooper Partners Financial Services offers a total compliance and advice service for your SMSF. This includes:

• Establishing your SMSF
• Preparing Financial Statements
• Income Tax & Regulatory Returns
• Investment & Income Summaries
• Structuring the succession of your fund and superannuation Will
• Assisting with the administration of pensions
• SMSF strategies.

Cooper Partners Financial Services holds an AFS Licence qualifying it to advise you in these complex areas. We are therefore subject to strict regulatory controls in the provision of such advice, including the need to maintain the highest possible professional education standards.