Services
Superannuation – Retire In Comfort
We all dream of the day we can retire from work and enjoy the fruits of our labour; whether that’s pottering about in the garden, travelling the world, or more time to catch up with family and friends. Which is why planning for retirement should happen as early on in our working life as possible.
When providing superannuation advice, we’ll consider which super funds and strategies will help you achieve your long-term goals. Do you have multiple superannuation funds that need to be consolidated? Is salary sacrifice a suitable option for you? Are you eligible for government co-contributions? Is your current fund providing the best investment strategies to help you grow your nest egg?
The sooner you have a sound superannuation strategy in place, the more options you’ll have available in retirement.
Self-managed super funds
If you want to take control of your superannuation by setting up a self-managed super fund, our experienced SMSF specialists can provide the right advice and support.
Benefits of a self-managed super fund
- options to minimise tax
- increased investment choice
- greater flexibility to suit your needs
- consolidation of assets to increase fund balance
As with any investment strategy, it’s important to understand the potential risks and benefits specific to your individual circumstances. With a comprehensive understanding of relevant legislation, compliance and administration requirements, we can guide you through the process to ensure you clearly understand your obligations and responsibilities.
Our range of SMSF services include:
- setting up self-managed superannuation funds
- limited recourse borrowing arrangements
- tax effective superannuation strategies
- trustee advice and responsibilities
- advice on taxation benefits
- advice on employer obligations
David Grenci and Affinity Wealth Advisers Pty Ltd are Authorised Representatives (461661/461662) of MyPlanner Professional Services Pty Ltd ABN 51 159 696 830 (AFSL No. 425542).
