How did we get to be in business for so long?
One word – Service. Read more about us.
At Patricia Holdings we serve hundreds of professional accountants, solicitors and financial advisors as well as people setting up their first business and we continue to do so because we offer the best service at the right price.
With over 40% of our business coming from personal referrals we must be doing something right.
So try our services, you will not be disappointed, because you don’t survive in business for as long as we have without delivering exactly what you want when you want it.
For more information on how we can meet your business needs call us on (02) 9953 2399 or 1800 226 735.
The Federal Government has recently made changes to the law governing Self-Managed Super Funds. From 1 July 2017, the maximum account balance that can be used to generate the income to pay a pension is $1.6 million per fund Member. This is a new limit, and many SMSF Pension recipients will have a pension account balance that exceeds the $1.6 million limit. Where a pension account balance exceeds $1.6 million, the ATO may issue a directive to execute a commutation of the amount exceeding this limit either back to the accumulation account, or out of the Fund altogether.
We are pleased to offer a suite of documents that facilitate the transfer of funds or assets back to the accumulation phase, and provide a record to substantiate the status of the accumulation and pension account balances both before and after the Commutation.
Costing just $143 the documents can be ordered from the SMSF Commuation Order Form