Superannuation is one of Pitcher Partners’ key industry specialisations. We have extensive experience in the superannuation industry, working with trustees, members and employers. Our experience covers all segments of the industry: large fund compliance, self-managed funds, administration, employer obligations, member retirement planning and estate planning.

We have specialist dedicated staff providing consulting services in what is an increasingly complex and changing environment.

• Superannuation strategies
• Administration of self managed super funds
• Retirement planning
• Pension administration
• Estate planning
• Employer Superannuation Obligations
• Compliance Consulting
• Pitcher Retirement Plan

The following Superannuation services have been identified specifically for our CPN members.

Pitcher Partners is able to assist you with formulating your personal contribution strategies. This includes advising on the investment you can and cannot undertake within a self-managed superannuation fund.

We are also able to provide advice to your clients if required. This advice includes information on the investments that a fund can make and the possibilities in gearing fund investments. We are also able to assist your clients with formulating their contribution strategies including advice regarding spousal contributions.

Pitcher Partners can also assist you or your clients in choosing the optimum structure of retirement benefits which we tailor for each individual. Our superannuation group is also able to call upon the expertise of our Tax Consulting division to make sure your clients receive the best advice available.

Over the years, Pitcher Partners has established strong relationships with the ATO and can assist you or your clients with preparing and submitting to the ATO. Issues that your clients may require our assistance include arms length income in respect of fund investments in private companies, and SGC audits.

Our Superannuation experts are also able to advise you and your clients on retirement planning. We provide advice on the style of pension that best fits the individual and then help prepare you or your clients for receiving a pension.

Advising clients on how to split their superannuation during a divorce is an increasingly common but delicate question. Our Superannuation group has extensive experience and can work with you or your client to value all of the marital assets and which assets should be split.

Because of our extensive experience working with a variety of superannuation funds, we understand how they work and the rules and regulations that govern them. Therefore, we are able to provide you and your clients with a calculation of member’s true entitlements.

Pitcher Partners can advise you or your clients on what to do to make a split work effectively and also the required procedures and processes that need to be followed.