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:
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:
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 firstname.lastname@example.org or call our Client Services team on (03) 8547 3000