Superannuation

Superannuation is one of the key elements of securing financial freedom in Retirement. Concessional tax treatment applies to Superannuation, which makes contributing to Superannuation a very effective stagey to build wealth for Retirement.

We can assist you in determining whether you current Superannuation Fund is the most appropriate for your circumstances, and develop strategies to assist you in growing your Superannuation to help you achieve your retirement goals. To ensure you stay on track to achieve your goals, we also offer an Investment Review Service.

Self Managed Superannuation Fund ( SMSF )

If you have a Self Managed Superannuation Fund, we can provide assistance with the following:

• Preparation of Financial Statements
• Preparation and lodgment of Income Tax Return
• Development and implementation of an appropriate Investment Strategy,  Investment Advice and ongoing reviews
• Pension establishment

For a copy of our latest Financial Services Guide (FSG), please click here

AR Quayle & Co is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 AFSL No. 227232 (“Count Financial”) which is 85% owned by Count Limited ABN 111 26 990 832 (“Count”) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. Count is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial. The information on this web page is not advice and is intended to provide information only. It does not take into account your individual needs, objectives or personal circumstances.

Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.

For a copy of Count Financial Limited's Privacy Policy please click here

For a copy of Count Financial Limited's Terms & Conditions, please click here

For a copy of the Count Financial Limited Complaints Handling Policy please click here