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Retirement and Superannuation

Yunari offers advice and planning services for the optimal structuring of your retirement plan.

Superannuation

As an authorised representative of SMSF Advisers Network Pty Ltd the following services are available:
  • Establishment of an SMSF
  • Administration of an SMSF
  • Winding Up of an SMSF
  • Establishment and Management of Pensions (Transition to Retirement and Account Based Pensions)
  • Contribution Strategies (Amounts, Types, Withdrawal and Re-contribution)
  • Transfer of Business Real Property
  • Withdrawals, Commutations and Death Benefit Payments
  • Limited Recourse Borrowing Arrangements
  • Provision of a General Asset Class Investment Strategy

 

Estate Planning

  • Asset Distribution
  • Establishment of Trusts
  • Planning for Retirement
  • Succession Planning

 

Financial Services Guide - Download PDF

 

Please contact us for a no obligation preliminary discussion about your current situation and requirements.

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SMSF Advisers Network Pty Ltd ABN 64 155 907 681
29-33 Palmerston Crescent South Melbourne VIC 3205 T: 03 9209 9999