Superannuation Services

Do you have a plan for when you stop working? Will you have enough savings to fund your retirement? Remember you could have 30 years or more of retirement living.

We can help you design a superannuation strategy to turn your retirement dream into a reality. Our expert advisors can guide you through the increasingly complex superannuation rules and provide you a Small Managed Superannuation Fund (SMSF) solution that ensures compliance, maximises return and mitigates risk.

Our SMSF services include:

Compliance

Compliance is a crucial part of SMSF administration. Special rules apply to establishing and running an SMSF.

We can guide you through your compliance obligations or administer your SMSF on your behalf.

Audit

Audit requirements imposed on SMSFs continue to increase. You need an auditor that can provide the experience and understanding of the issues involved. We can provide that specialist expertise.

Our team is composed of registered professionals who specialise in SMSF audit for clients in Melbourne and across Australia.

Strategy

Designing a superannuation strategy that is tailored to your circumstances and specific needs is vital to achieving the retirement you want. Through our comprehensive knowledge of the regulatory environment and management of wealth creation strategies, we can provide you with practical advice on the most effective superannuation strategies as part of your overall financial plan.

We can also strategically manage your SMSF investments to protect and maximise your retirement benefits.

Call Strategic Wealth Services on (03) 9896 5100 for a chat. You can also send us an email to info@strategic3.com.au.