Superannuation

Service Line Overview

Our services encompass all aspects of retirement planning, including the setup and management of Self-Managed Superannuation Funds (SMSFs) for those seeking greater control over their super investments. We also offer comprehensive employee benefits planning to ensure your workforce is well-protected and motivated. With Qi’s tailored superannuation solutions, you can confidently navigate the complexities of retirement savings, ensuring a prosperous future for yourself and your employees.

• Superannuation Strategy – We help you optimise your superannuation contributions and investments to maximise your retirement savings. Our experts provide tailored advice on the best strategies to grow your superannuation balance over time.
• Pension Planning – Convert your superannuation savings into a reliable income stream for retirement. We offer guidance on pension options, including account-based pensions and annuities, to ensure a steady income throughout your retirement.
• Transition to Retirement – For those approaching retirement age, we provide strategies to ease the transition from work to retirement. Our advice includes phased retirement options and tax-effective ways to access your superannuation.

• SMSF Setup and Administration – We assist with the establishment of your SMSF, including trust deed preparation, registration, and initial investment strategies. Our ongoing administration services ensure your SMSF remains compliant with all regulatory obligations.
• Investment Strategy Development – Tailor your SMSF investment portfolio to align with your retirement goals. We provide expert advice on asset allocation, investment selection, and risk management to optimise your SMSF performance.
• Compliance and Reporting – Ensure your SMSF adheres to all legal and regulatory requirements. We handle annual reporting, tax returns, and audits, keeping your SMSF compliant and giving you peace of mind.

• Corporate Superannuation Plans – We help businesses set up and manage corporate superannuation plans that provide valuable benefits to employees. Our solutions are tailored to meet the needs of your organisation and your workforce.
• Salary Sacrifice Arrangements – Implement tax-effective salary sacrifice arrangements to help your employees boost their superannuation savings. We provide advice on structuring these arrangements to maximise benefits for both employers and employees.
• Employee Education and Engagement – Ensure your employees understand and appreciate their superannuation benefits. We offer education and engagement programs to help employees make informed decisions about their retirement savings.

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We provide you with the expertise and support needed to achieve your retirement and superannuation objectives. Trust our experienced team to deliver personalised, strategic advice that enhances your financial security and helps you and your people plan for a prosperous future.