Superannuation isn’t just a retirement savings strategy
It’s the linchpin of a comprehensive financial plan that extends its influence across various aspects of your life. While it’s mandatory for employees and optional for the self-employed, the universal consensus is that it’s a fantastic idea for everyone.
This financial cornerstone, aptly named ‘super,’ transcends the boundaries of retirement planning. Its impact ripples through the intricate web of financial decisions, shaping how you manage insurances, investments, tax planning, retirement goals, marital considerations, divorce settlements, support for adult children, estate planning, and even the repayment of your mortgage.
The importance of superannuation extends beyond its nomenclature; it lies deeply ingrained in its inherent nature, where its influence resonates across a multitude of dimensions within your financial landscape.
Different types of super funds—retail funds, industry funds, corporate funds, and self-managed superannuation funds—provide tailored solutions. Choosing the right fit is crucial, and sometimes a combination of these funds makes the most sense. We guide you in selecting the most suitable fund type and then assist you in making the most of your chosen option. Integrating super into your overall financial strategy is essential, and our goal is to seamlessly weave it into every aspect of your financial decision-making.
Self-managed super fund (SMSF)
For those opting to manage their own super through an SMSF, we offer comprehensive support. From facilitating the production of all necessary legal documents through collaboration with external legal professionals to providing advice on optimizing the assets within the fund, we ensure that your SMSF is established and maintained with precision. Your financial well-being is our priority, and we believe that super should not just be a part but an integral thread in the fabric of your financial considerations.
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