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Self-Managed Superannuation Fund – Quote on request

Superannuation is one of the best ways to fund one’s retirement. While there are a number of restrictions that need to be adhered to however, its tax effective nature allows us to invest today and either sell the asset or love off the earnings in the future potentially tax free.

In order to assist your personal wealth creation and for future retirement planning we also provide a Self Managed Superannuation Fund service which includes setting up your SMSF and all administrative requirements to meet your obligations as trustee (preparation of financials statements, member reports and investment strategies).

Self-Managed Superannuation Funds (SMSF’s) are a real alternative to many investors, particularly if you want more control over your superannuation assets and desire more flexibility with your investments.  If you aren’t happy paying high fees to retail fund managers, then a SMSF might be the solution.

When contemplating the establishment of your own self managed superannuation fund you need to weigh up the advantages and the added responsibilities. For many Australians, SMSFs offer four major advantages:

1.   More control over your investments
2.   Greater investment flexibility
3.   Generally lower fees than industry and retail funds
4.   Potentially better performance than industry and retail funds

Whether you are a retiree wanting to implement a retirement income strategy or you are still working and accumulating your valuable superannuation assets for retirement, we offer you the security and peace of mind that your SMSF is under control.  We ensure our clients have full control of their superannuation monies both during their working lives and also beyond into accessing benefits upon their retirement. After all, superannuation is the best vehicle to protect your wealth in the years preceding retirement.

Taxation Advice – $205 per hour

We provide advice on superannuation. We are proud to point out that our professional staff have extensive experience in this field; and this coupled with the relevant tertiary qualifications ensures comprehensive and quality strategic solutions are created and advised always.

dot-point-1a0zud5-150x145Salary sacrifice options       dot-point-1a0zud5-150x145Tax offsets for contributions made        dot-point-1a0zud5-150x145Personal contributions

dot-point-1a0zud5-150x145Taxation of super income streams       dot-point-1a0zud5-150x145Financial accounting, taxation, audit and compliance issues for SMSFs

Moreover, for any financial advice or services required that are outside of our licensed scope, we highly recommend Barlow Consulting. Michael Barlow and his intelligent team can easily help you consider whether your existing superannuation fund suits your long term goals or if there are better alternatives, while taking into account:
dot-point-1a0zud5-150x145How much you will need at retirement dot-point-1a0zud5-150x145Your investment options (and whether they suit you)
dot-point-1a0zud5-150x145How to best contribute to your Super to achieve your retirement income goal dot-point-1a0zud5-150x145Fees and charges

He can tell you in simple, easy to understand terms, what strategy is right for you and how much money you will save.

It is important to invest in your financial future, but the process can be overwhelming particularly with so much information and investment options available. The challenge is finding the correct advice, developed from a strategy to suit your own individual lifestyle needs. Our focus is to encourage our clients to continue planning for their financial security.

Get in touch with us today to make an appointment or to find our more information!

Author: Graham Robinson Google