Tate Partners provides a range of services to help manage and grow your business:
Superannuation and Estate Planning
An area of consideration for all our clients, not only those nearing retirement, is estate planning and investment, which can set our clients up for their future. Use our expert knowledge to maximise your superannuation benefits at retirement and allow us to make this a smooth transition with the most tax-effective result.
- Self Managed Superannuation Funds
- Net Worth tracking
- Succession Planning
- Establishment of SMSF
- Providing SMSF borrowing documents