STEPHEN K SHIRLEY Chartered Accountant & Authorised Representative
Prepare For A Better Tomorrow Today With Help From Our Self Managed Superannuation Advice
Saving and investing for retirement is vitally important and very personal to all of us!
We’ll help you to gain more choice and more control over the way you invest your hard earned money into superannuation, through your own self managed superannuation.
Naturally, you want to ensure that the decisions you make about investing into superannuation … When, Where and How … are the best you can make.
So, setting up your own Self Managed Superannuation Fund (SMSF) is increasingly becoming the preferred method for very many people today!
Its true that superannuation has become a complex and heavily regulated investment area, requiring well thought-out strategies and plans to ensure legal requirements are met and monies are safeguarded for retirement years.
That’s why we have been studying the superannuation laws, rules and changes intensely over many years, specialising in superannuation advice so we can make your decisions easier!
We Take Care Of The Complex, So You Can Get On With Your Life
We understand just how confusing and complex it can appear, and that’s why we’ve developed a process to ensure that your fund is easy to understand and run. With our assistance, through your very own Self Managed Superannuation Fund (SMSF) you gain absolute control. At the same time you can take advantage of the most suitable investment opportunities … And … ensure you gain the maximum taxation concessions available!
Our Self Managed Superannuation Service Provides:
- The flexibility and control to make your own investment decisions.
- Access to money faster and ability to get the prices you want.
- No aggressive fees and significant tax benefits.
- Continual guidance, coaching and advice to ensure you are on top of the laws and rules and run a completely compliant and very effective superannuation fund.
Stephen Shirley, Authorised Representative No. 1243432 of GPS Wealth Ltd AFSL 254 544 | ABN 17 005 482 726 | www.gpswealth.com.au
Financial Services Guide (FSG) http://www.gpswealth.com.au/FSG/GPS-FSG.pdf
GPS Privacy Policy http://www.gpswealth.com.au/index.php/privacy-policy
GPS Complaints Process http://www.gpswealth.com.au/index.php/complaints
General Advice Warning:
The information contained on this webpage has been provided as general advice only. The contents have been prepared without taking account of your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this webpage, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.
Disclaimer:
Whilst Stephen Shirley is of the view the contents of this webpage is based on information which is believed to be reliable, its accuracy and completeness are not guaranteed and no warranty of accuracy or reliability is given or implied and no responsibility for any loss or damage arising in any way for any representation, act or omission is accepted by Stephen Shirley or GPS Wealth Ltd or any officer, agent or employee of Stephen Shirley or GPS Wealth Ltd.
Client Support Tools
Stephen K. Shirley continually research the marketplace for tools that help our clients manage their business taxation affairs more easily.
Client Forms
If we're setting up legal/formal entities on your behalf, you may require certain forms. These are available for download. Please contact our reception for a password, Then Login Here.
Audit Shield Service
Audits, reviews and investigations are conducted by the Australian Tax Office (ATO) and other state and federal government agencies. The Audit Shield Service offers comprehensive cover from legal costs associated with an audit. Read More.
Banklink – Streamlined Accounting
Why spend hours collecting and collating financial information from multiple banking institutions, when BankLink can do this for you in minutes and deliver it directly to us. Read More.
Securities Tax Manager (STM)
Stephen K. Shirley have been using the automated Securities Tax Manager (STM) since 1994 to reconstruct and maintain client investment portfolios of ASX listed securities and unlisted Managed Funds. It's a highly efficient, timely, cost effective, tax compliant CGT and income reporting service. Read More.