Y Partners has a number of professionals with specialist skills in self-managed superannuation. We offer a complete compliance service including financial statement preparation, SMSF annual return preparation and lodgement, and we coordinate the independent audit of the fund each year. In conjunction with the Y Partners Wealth Management team we regularly assist clients with:
- Establishing SMSF's,
- * Developing investment strategies,
- * Retirement planning, and
- * Structuring personal insurance through SMSF's.
* services provided as an Authorised Representative of Count Financial Limited. 'Count' and Count Wealth Accountants (R) are the trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 ('Count') a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited.