Your long term wealth will depend on decisions you make today to invest and save. Our team draws on experience across a range of superannuation options, with deep knowledge of legislation, to support you to design your future position.
What we do:
- Self Managed Superannuation Funds (SMSF)
Superannuation is a smart choice. In considering and preparing for retirement, we advise on pension strategies including transition to retirement strategies, death benefit nomination, reversionary pensions and mitigating tax on the death of a superannuant.
Self Managed Superannuation Funds (SMSF)
SMSFs provide an effective means of protecting your long term wealth. They are an excellent retirement accumulation and pension income stream vehicle, for those who wish to control and protect their wealth and investments in a highly tax efficient manner. We can assist you in managing the administration, accounting, reporting, taxation and compliance requirements for your SMSF, whether in accumulation or pension phase.
For a no obligation consultation to discuss your superannuation, contact us.