Richard O'Grady, the Principal of Aitken O'Grady (ASIC No. 1245837) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361
Website: www.meritwealth.com.au | Privacy Statement. | Financial Services Guide
As the Government encourages Australians to take responsibility for and reach their financial retirement goals, citizens are repeatedly required to deal with Superannuation funds.
Self-managed Superannuation is a means of saving for retirement. It allows you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.
Superannuation law is a delicate area and personalised planning is required for each individual.
Services we offer include:
- Administration of SMSF's
- Completion of Information for the Australian Taxation Office (ATO) who regulates SMSF's
- Liaising with the external auditor for the annual audit
- Advice concerning compliance matters
- Advice concerning taxation benefits
- Advice on employer obligations
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