- About us
At XO, we can provide you expert advice on selecting the most appropriate Australian superannuation fund.
Current Australian legislation provides flexibility for individuals to choose the right path to retirement, thus making superannuation a critical decision in any financial plan.
At XO, we can provide you expert advice on selecting the most appropriate Australian superannuation fund based on independent research and extensive knowledge of the current superannuation landscape. We are constantly updating our knowledge in line with the ever changing superannuation legislation and environment.
As part of your superannuation strategy we will consider adequacy of capital, taxation opportunities, investment strategy, and superannuation product choice.
Are you thinking about setting up your own Self Managed Superannuation Fund (SMSF)?
Did you known in Australia, there are over 1 million people who have made that very decision and establish their own Self
Managed Superannuation fund (SMSF) with a combined asset value in excess of $550 billion.
Why do Australians make this decision? The numerous reasons why, but for most control is the number one reason:
SMSF services we can offer to our clients are:
We’re committed to providing you with a friendly, approachable and helpful service at all times.
We offer affordable, fixed price monthly accounting packages so you won’t get a huge bill come year end.
We utilise the latest accounting and IT technology to help you organise your business or rental property finances more efficiently.
As Xero Gold Partner accountants, you know you can rely on us to provide you with the ultimate support for Xero accounting software. From setup and training to ongoing advice and support, XO Financial Services have got you covered.