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Superannuation

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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What We Do

Our aim is to provide you with advice when you or your business needs it - not just when you ask for it.

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Who we are

We are committed to forming close and lasting partnerships with our clients. This way we can understand your unique situation and customise the assistance we provide to suit your needs.

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Resources

View our handy online tools and resources featuring key dates, tax facts, useful links and online calculators.

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Meet The Team

Richard O'Grady
Principal
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Jessica Page
Client Manager
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Jenny Kopac
Auditor
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Olivia Selamat
Accountant
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Alexa Miller
Receptionist & Pa
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Sophia Huang
Trainee Accountant
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