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Our Services

At Henderson Edelstein, if we see a need in your business, we will tell you and initiate a plan to implement it as efficiently and effectively as we can. Sometimes, it will involve us and at others, it will be something you can implement yourself and we needn't be involved, other times it will be outside our service offering but we will be able to refer you to someone that can assist.

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Self-managed Superannuation Funds

Self managed superannuation funds (SMSF) are concessionally-taxed investment vehicles that allow you to control how your retirement savings are invested. However, clients take on significant responsibilities in order to access the attractive tax benefits.

Henderson Edelstein can assist you with those responsibilities and advise you on structuring your affairs to ensure that superannuation fits into your estate, succession and asset protection plans.

Services we offer include:

  • Establishing self-managed superannuation funds
  • Completing information for the Insurance and Superannuation Commissions
  • Reporting obligations
  • Advice on compliance matters
  • Advice on taxation benefits
  • Advice on employer obligations

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