The superannuation system is designed to encourage savings for retirement over the course of your working life. What you may not realise is there are more ways to grow your super than just your regular employer contributions.

Our financial experts can help you with your superannuation in the following ways:

  • Develop strategies to grow your retirement benefits without having to lift a finger;
  • Consolidate your superannuation to reduce management costs;
  • Develop tax-effective strategies for contributing to your super fund;
  • Get the most from the Government Super Co-Contribution scheme;
  • Protect your superannuation savings;
  • Our goal is to ensure that you are maximizing the benefits available to you and that your existing superannuation works as hard as you do to achieve your financial goals.

Self-Managed Super Funds (SMSFs)

Using a SMSF to provide for your financial needs in retirement is a popular but potentially complex financial structure. When operated well, running an SMSF can be ideal for people with sufficient capital who wish to be more ‘hands on’ with their retirement savings.

At the same time, there are obligations and responsibilities that come with running your own SMSF that need to be managed properly. Running your own SMSF doesn’t change the questions that need to be asked. For example, “How long will my money last in retirement?” and “What lifestyle can I expect from my current investments?”

If a SMSF is right for you, we can offer independent advice on the initial establishment of your fund, as well as its ongoing management to ensure compliance requirements are always met.

Our SMSF service includes:

  • Simple, cost-effective “One Step” set up of your SMSF Trust Deed, Trustee Structure and Investment Strategy;
  • Pro-active and comprehensive strategic financial advice;
  • Professional investment portfolio management services;
  • Comprehensive tax and cash flow management services;
  • Full SMSF administration and compliance documentation;
  • Management of ongoing compliance and administration requirements.

To find out more about how we can help you establish and manage your own SMSF, or to obtain an establishment price quote, please email or call our Client Services team on (03) 8547 3000

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