Pension reviews

Bramelle Partners provides ongoing pension reviews to ensure the tax on your SMSF is minimised whilst ensuring your fund has enough liquid assets to continuing paying your annual pension payments.

We will review your pensions on an ongoing basis to ensure the pension satisfies the SIS and tax requirements and change the pension where required.

Our SMSF dashboard can provide you with the necessary information to advise you of the pension payments you have made throughout the year as well as the remaining balance to be paid for the remainder of the year.

Bramelle Partners provides pension withdrawal and re-contributions strategy advice which is effective strategy to ensure taxes are minimised when pensions are paid to beneficiaries on the passing of a member. Proactive planning is essential in ensuring taxes are minimised and wealth is preserved and passed to the next generation of family members.

For a free consultation with our Director to see how we can help you grow your business please contact us