Slomoi Immerman Partners offers tailored advice for the specific needs of both employers and individuals, as well as expert advice on compulsory superannuation obligations.

Managing financial outcomes

What are your wealth creation and management goals? Slomoi Immerman Partners assist in developing strategies for how to maximise your long-term financial position. Through initiatives such as pensions and contribution strategies, we can assist in providing tax advice to maximise your tax-free component, minimising tax paid, as well as advising on salary packaging. We will assist in designing a solution for you.

Estate planning

Need to take the uncertainty out of the future of your estate? We advise on complex business structures, trusts and self-managed super funds to ensure that tax liabilities for your beneficiaries are minimised.

Management of SMSF

What can and can’t be done with your SMSF? With tailored advice for your unique situation, we will assist you with borrowing, gearing and avoiding regulatory pitfalls.

Employer obligations

Having difficulties keeping up with changing employer superannuation obligations? We will liaise with the ATO and keep you on top of SGC audit requirements.

Compliance

We advise on compulsory superannuation obligations and assist you in complying with superannuation accounts and tax return obligations.