SMSF & Financial Planning

We work very closely with investment advisors, insurance brokers, estate planners and lawyers to ensure that we can provide you with a wholistic strategy to your wealth and retirement planning.

A self-managed super fund (SMSF) is a superannuation trust structure that provides benefits to its members upon retirement. It is a secure way of growing your investments to increase your retirement savings.  Self- managed funds differ from commercial and retail funds as you have full control over how your money is invested and managed.

At Munro Spaul we have a confident, experienced team that are ready to apply their expertise to optimising your benefits upon retirement. We provide a comprehensive wealth and retirement planning, including Self-Managed Superannuation administration and compliance. Our accountants are dedicated to remaining up to date with changes to compliance and all regulatory obligations and can guide you with advanced tax & estate planning advice. Our qualified accountants and financial planners will work with you to ensure your financial future and maximise investment growth.

WE HAVE A RANGE OF SERVICES
TO SUIT ANY SIZE ORGANISATION

Suite 255, Level 5
7-11 The Avenue
Hurstville NSW 2220
Tel (02) 9570 8999
Fax (02) 9570 8011

PO Box 617
Hurstville NSW BC 1481
spaully@munrospaul.com.au
www.munrospaul.com.au
ABN: 89 619 570 866