Superannuation and SMSF Advice
Whether you are at the beginning of your career, preparing for retirement or already retired, we can help you to develop a strategy that is tailored to your personal circumstances and maximises both the tax and investment benefits available to you.
We specialise in all superannuation services and pride ourselves on our quality research and investment selections. Over his career, James has developed investment portfolios for superannuation which provides diversification across all sectors and provides clients with more control over their retirement savings.
OUR SUPERANNUATION SERVICES:
- Self-managed super funds (SMSF) – establishment, investment strategies and pension advice.
- Account based pensions
- Super fund consolidation
- Retail super funds
- Pre-tax funds (i.e. Super SA)
- Public Sector Schemes (i.e. PSS and CSS Super)
- Death benefit pensions
Tax concessions withing superannuation are an important part of financial planning. We can assist you in taking advantage of these concessions through superannuation contributions, such as:
- Salary sacrifice
- Spouse contributions
- Government co-contributions
- Personal contributions (concessional and non-concessional)
- Downsizer contributions
- Cash-out and recontribution strategies