Superannuation legislation is complex and constantly changing. How much is enough? Are you eligible for Government incentives? Does your current strategy need review?

The RDL team are specialists in taxation and financial planning aspects of superannuation, taking the worry out of building your wealth. We're keen to explore with you the best opportunities to expand your super, and work out exactly how much you'll really need for a long and healthy future.

Whether you have your own Self Managed Superannuation Fund, a WRAP account, Master Trust or Professional Fund Manager, our qualified specialists are able to help you deliver real long term gains.

Our services include:

• Preparation of financial statements
• Audit
• Preparation of income tax returns
• Prepration of superannuation tax return
• Minutes and resolutions
• Investment strategy
• Allocated pensions
• Retirement planning
• Advice regarding Reasonable Benefits Limit implications.

Your future security is important, and your RDL adviser has the same concerns as you. But your RDL adviser also has insight into the latest information, legislative changes, and Government policy for you to take advantage of. Our specialists can provide independent advice on the following:

• Your current needs;
• Modelling your future needs;
• Monitoring of developments within the industry;
• Advice on relevant legislation and statutory requirements.