Phone: 02 4351 2622 | E-mail: biz@berkmans.com.au

It’s never too soon to start retirement planning to ensure you will be able to retire when you want in the lifestyle that you wish. Berkmans Chartered Accountants can help you plan and work towards financial freedom for your retirement years.

We facilitate retirement planning services to support our clients in all life stages, family situations and differing financial goals such as:

  • Superannuation strategies for wealth creation and income streams in retirement;
  • SMSFs (Self-Managed Super Funds) administration and establishment;
  • Estate Planning including preparation of Wills and other legal documents such as Powers of Attorney; and
  • Establishment of Testamentary Trusts, Family Trusts and other structures for tax effectiveness.

Contact our team today for free advice about planning your retirement.

Looking back over the years I have always appreciated your professionalism, help and assistance as my Accountant and Business Advisor. Retirement strategies and working with other professionals is also to be admired, and the dedication of both yourself and your staff, to offering the very best in service is greatly appreciated.

Dorothy Rosewell – Rosewell Cashmere Pty Ltd
 

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