Superannuation can be quite complex, as the rules constantly change. We can help you understand how super works, and we can help you maximise the value of your superannuation funds by putting in place strategies that aim to achieve this.
We can provide the right strategy depending on the level of control that you want to have.
I want someone to look after everything: We can recommend retail and industry funds that have low fees, and provide with ease of management, and investment choice that fits your needs.
I want control of my investments: We can provide you with retail and industry funds that allow you to invest in direct assets such as Australian shares, and ETF’s, as well as investment options provided by fund managers. This provides you with greater control of your investments, whilst not having to worry about administrative duties.
I want full control: We provide advice regarding the establishment of Self Managed Superannuation Funds (SMSF), and advice regarding superannuation rules and investment rules specific to SMSFs.
We also provide guidance regarding investments within the SMSF to ensure that they meet your fund’s objectives and investment strategy.