Tilbrook Rasheed provides accurate, independent taxation and trustee compliance advice to ensure clients maximise their retirement savings.

Our experienced SMSF Team help clients navigate through the continued changes in the superannuation industry. We provide independent solutions for clients requiring assistance with their superannuation, retirement and estate planning strategies.

These include:

SMSF Administration:

• Preparation of annual financial statements and income tax returns, ensuring compliance with regulatory requirements
• Assistance with meeting trustee compliance obligations including preparation of statutory minutes, coordination of audit, compliance of actuarial certificate and tax return lodgement.

Strategic Tax Advice:

• Tax Strategies: Tax advice on the various contribution caps to maximise contributions within legislative limits to boost retirement savings.
• Retirement Planning: Developing tax-effective retirement planning strategies to optimise retirement income streams.
• Estate Planning: Estate and family inheritance tax planning to ensure wealth is passed on in an effective manner in accordance with family wishes.

We pride ourselves on our independence and transparency.  We do not provide direct investment product advice, and unlike many firms, we do not involve our clients in investments where Tilbrook Rasheed, or any associated entities receive a commission.

We use the resources of a range of independent stockbrokers and financial advisers who, provide clients with the best investment choices and advice available.