Superannuation

Too many people ignore their financial welfare for their retirement years until it’s too late – potentially due to the mystery of the superannuation environment. Our attitude towards investing through superannuation is to give clear, simple and effective strategy advice.
 
Investing through approved industry funds and trusts is managed through our Wealth Design area, while we have professional advisors singularly-focussed on establishing and administering Self-Managed Superannuation Funds (SMSF).

Our Superannuation advisors manage the total Self-Managed Superannuation Fund process, ensuring our clients are able to take full opportunity of the wider investment flexibility and choices available. We also ensure that all legislative requirements are met. Through our Superannuation Solutions area, we can provide:

• Complying Self-Managed Superannuation Fund strategy advice;
• Self-Managed Superannuation Fund establishment and registration;
• Fund administration;
• Compliance reviews;
• Pension allocations and administration;
• Self-Managed Superannuation Fund termination; and
• Salary sacrifice superannuation advice.