Opez Tailored Superannuation

"Flexible investments, attractive tax rates and access to retirement funds while I work. All this came through the advice from Opez."- Rob, 63

A tailored super Fund gives you choice.

With a tailored super Fund you can decide what you invest in and when your benefits are paid, within the boundaries of superannuation law.

Opez take care of the rules and regulations that govern self-managed super Funds, so you can rest easy knowing everything is taken care of.

Understand your opportunities with Opez.

Find out more

News

In the news...

Completion of Estate Planning Series Read what our clients had to say about our recent series of boardroom lunches, tailored to our SMSF clients.

Business Chicks Latte Article - "What you need to know about DIY Super" Cindy McDonald, Managing Director of Opez Pty Ltd was recently published in the Latte Magazine, Autumn 2010

New super rules over property Under new regulations to be introduced by the federal government, accountants, mortgage brokers and real esate agents will no longer be able to provide advice to investors who wish to borrow to buy property with their self-managed super funds.

High Court Decision Triggers Surcharge Refund The Australian Taxation Office recently announced that following the High Court Decision in "Ralph Desmond Clarke v Commissioner of Taxation & Anor", members of Parliament who were members of Constitutionally Protected Superannuation Funds (CPSF) can now make an objection against Surcharge Tax levied on their super benefits.

Estate Planning Boardroom Lunches We are pleased at the response we have had to date on our recently launched series of boardroom lunches.

Borrowing in SMSFs - your advisor must now be licensed The Government issued an announcement regarding the relatively recent changes to the borrowing rules in SMSFs.

ATO Communication Regarding Delayed Refund Cheques ATO Communication - Delayed Refund Cheques

DIY Super - Reap the Tax Benefits Cindy McDonald's article in the Dynamic Business magazine February 2010.

Opez planning to lead the way in Super Opez expand service offering, recruit Estate Planner and SMSF expert. Article from WA Business News January 2010.

Henry Tax Review The Henry Tax Review is set to change the tax landscape and layout a blueprint for the direction of reform over the next 25 years.

A win for the SMSF industry The Federal Government has formally recognised the Self Managed Super Fund Professionals’ Association of Australia’s (SPAA) accreditation process for SMSF specialist auditors.

Opez CEO provides expert comment to The West Australian Buying property through self-managed super funds could save retirees thousands in tax.

More news

Calendar

View all events