Superannuation including self managed super funds

Superannuation
Including SMSFs

SSuperannuation and SMSF advice is important given the ever changing rules. When you know the rules, investing in a portfolio within superannuation can be a valuable component of our clients’ tax optimisation and retirement planning strategies.

Superannuation can be a powerful tool when building for, and throughout, retirement.

Being our client doesn’t mean you must have your super with a specific superannuation provider, or need to have a Self-Managed Super Fund (SMSF) for us to help you. Similar to our approach with investments, we consider what you currently have and whether that suits your needs and objectives moving forward. We examine your options and consider the appropriateness of a Self-Managed Super Fund, industry fund, a financial institution or retail fund, or even a small APRA fund.

We also help our clients to understand whether making extra contributions to super is right for them (it’s not right for everyone!), and help them to navigate the often complex rules and requirements relating to superannuation and pension accounts.

When you know the rules, investing in a portfolio within superannuation can be a valuable component of our clients’ tax optimisation and retirement planning strategies.