Chapman Eastway can manage the partial or complete administration of your pension accounting, from collecting contributions and distributing benefits. We can administer all of your pension schemes, so you have an easy, beneficial and accessible pension scheme pool, under one roof.
You determine the level of control we have over your pension scheme and which duties we take responsibility of. We then work with you to establish and manage your pension scheme, and communicate any relevant plans or changes to your pension scheme participants.
Our pension service includes:
- Maximising tax free benefits
- Developing contribution strategies
- SMSF establishment and management
- Succession planning
- Superannuation planning
- Estate planning
We know the process of estate planning is hard, but we also know that it’s necessary – that’s why we listen carefully until we understand you and then we clarify the options available to you and work to develop a plan with you that satisfies your family’s needs.
As your trusted adviser, we work collaboratively with your legal consultant to ensure every aspect of your estate is considered and an effective plan is developed. We help your legal advisers identify the assets that are to be dealt with in your estate and ensure that intended assets end up with the person you nominate.
Chapman Eastway have extensive experience creating tailored and effective estate plans– working with families across Australia and Asia for over 100 years, to ensure our clients and their beneficiaries are well looked after and prepared for the next stage of life.