Secure, Simple Planning For Retirement, Super & Your Estate
Worried about what happens to your money when you retire—or after you're gone? You’re not alone. Many Australians put off planning for retirement or preparing a will, only to face uncertainty when it’s too late to change course.
At Tax Time Accountants in Logan, we help you plan your future with confidence and control. Whether you're preparing for retirement, setting up a trust, or thinking about your estate, our team will guide you through the process in plain English. From superannuation and self-managed super funds (SMSF) to trust creation and asset protection, we provide holistic, practical strategies that suit your lifestyle and goals.
Get started today with an obligation-free consultation—and protect the future you've worked hard to build.
Retirement Planning That’s Built Around You
A successful retirement doesn’t happen by chance—it’s the result of careful planning. At Tax Time Accountants, we’ll work with you to create a strategy that aligns your superannuation, investments, insurance, and estate goals into one cohesive plan.
Whether you're five years away from retirement or already receiving pension income, our team can help you:
- Maximise super contributions and reduce tax
- Access government co-contributions or downsizer benefits
- Build an investment portfolio to suit your risk profile
- Understand transition-to-retirement (TTR) strategies
- Plan for aged care, Centrelink, or pension eligibility
You’ve earned the right to retire well—we’ll make sure your money agrees.
Estate Planning With Peace Of Mind
Estate planning isn’t just about writing a will—it’s about making sure the right people get the right assets at the right time. Without proper advice, your estate could be taxed unnecessarily, delayed in probate, or even disputed by family members.
Our estate planning team works closely with our legal partners at MGR Lawyers to provide advice that considers:
- Wills and power of attorney
- Testamentary and discretionary trusts
- Business succession and ownership transfer
- Asset protection strategies
- Tax-effective inheritance planning
Let’s make sure your wealth benefits the people you love, not the tax office.
Trusts To Protect Your Family’s Future
Trusts are powerful tools for managing wealth, protecting assets, and reducing tax—but only when structured correctly. At Tax Time Accountants, we offer full-service trust advice, setup, and compliance support for:
- Family (discretionary) trusts
- Unit trusts
- Testamentary trusts
- Hybrid and special purpose trusts
We’ll explain how a trust can benefit your situation, and manage the administration, reporting, and ATO requirements—so you can get the benefits without the headaches.
SMSF Advice & Compliance Made Easy
A Self-Managed Super Fund (SMSF) offers flexibility and control over your retirement savings—but it comes with strict compliance obligations. That’s where we come in.
As SMSF specialists, we can help you:
- Set up a compliant fund from scratch
- Roll over existing super into your SMSF
- Manage investment strategies and contributions
- Ensure annual audits and reporting are ATO compliant
- Navigate pensions, lump sum withdrawals and estate nominations
Whether you're just getting started or need help managing your existing fund, we simplify SMSF administration so you stay compliant and confident.
Frequently Asked Questions
Do I Really Need An Estate Plan If I Already Have A Will?
Yes. A full estate plan goes beyond your will to manage tax, asset protection, and control—especially for blended families, businesses, or large assets.
Can I Access My Super Early?
In some circumstances, yes—such as severe financial hardship or medical conditions. We’ll help assess your eligibility.
Is SMSF Right For Me?
It depends on your financial goals, investment knowledge, and risk appetite. We’ll walk you through the pros, cons, and costs.
How Early Should I Start Retirement Planning?
The sooner, the better. Even small changes in your 30s or 40s can make a big difference to your future income and lifestyle.
Why Choose Us For Estate Planning & Retirement
- Retirement Advice That’s Tailored, Not Templated
- Specialist SMSF Setup & Support
- Close Collaboration With MGR Lawyers
- Tax-Efficient Strategies For Every Life Stage
- Transparent Advice With No Hidden Costs
- Qualified Financial Planners & Accountants In-House
- Personal, Easy-To-Understand Explanations
- Trusted By 2,000+ Clients Across SEQ
- 30+ Years Of Experience In Super & Trust Advice
- Plans That Align Your Financial, Legal & Family Goals
Request a free consultation on (07) 3803 0537 to discuss your estate or retirement needs.
