From structuring to super and everything in between – Peter Stannard Homes

Glenn Stannard’s “grand plan” for his business and personal affairs was to work with a trusted advisor who understands him and “knows where he’s coming from”.

Glenn found the advisors he was looking for in Bentleys. As the owner of a growing building company, Glenn needed the full spectrum of services – superannuation, financial planning, corporate structuring and succession planning – and Bentleys consistently delivers on every point.

The Bentleys’ team have provided Glenn with the confidence and the knowledge he needs to continue planning for his and his family’s future. Our consistent, professional advice provides the support and guidance he needs.

How can we help you?

We can assist you to have more control and flexibility to plan your financial future by offering you superannuation solutions tailored to suit your personal values and life goals.

Bentleys’ superannuation specialists are experts in taxation law, the Superannuation Industry (Supervision) Act 1993 (SIS) and corporations law. We can help you meet your financial goals by:

  • Establishing your self-managed superannuation fund
  • Managing your fund’s compliance with the SIS Act
  • Providing taxation and audit services
  • Helping you choose your investments
  • Planning your estate and retirement
  • Maintaining accounting and member records
  • Preparing annual financial statements
  • Assisting with fund transition to pension phase
  • Preparing annual pension fund paperwork
  • Maintaining portfolio records (including shareholding reports, dividend reports, capital gains tax calculations and transaction listings)
  • Attending to all taxation obligations – including income tax and regulatory returns, installment activity statement (IAS), business activity statements (BAS) and eligible termination payments

Some of these services must be performed by an Australian Financial Services Licence holder or through an authorised representative. Your closest office can direct you to the correct advisor.

The information provided by Bentleys  does not constitute financial product advice and is for general information only. It is written without taking into account any individuals personal objectives, situation or needs, and is not intended as professional advice. Any person acting upon such information without receiving specific advice, does so entirely at their own risk. Please contact your Accountant to discuss your personal situation before relying on this information.

 

The new super rules are very complex. Our specialist advisors can review your personal situation and offer you solutions matched to your needs.

Contact your local office

Hear what our clients have to say

Family businesses, SMEs, listed entities, professionals, individuals, not-for-profits and government agencies rely on us to deliver solutions that meet their needs. Their success is our passion.

 

Consistency of right decisions and a good understanding of our business. More than anything it is about trust and Bentleys has earnt our trust.

Glenn Stannard Peter Stannard Homes

We feel welcome at Bentleys and assured that at all times the best possible team is looking after the unique needs of our property business.

Property Sector Client Queensland

The Bentleys crew are like extra team members in our small business. Complex problems are explained in terms that we can understand, and nothing is too much trouble.

SME Client Queensland