Superannuation Strategy

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.

Strategy

Through our comprehensive knowledge of the regulatory environment and management of wealth creation strategies, we can provide you practical advice on the most effective superannuation strategies to assist with your coverall financial plan. Specifically, we can provide practical and comprehensive advice in relation to:

  • Easy SMSF setup
  • The accumulation, retirement and estate planning phases of an SMSF
  • Initial design, establishment and strategies required to run an effective fund
  • Structuring a retirement plan to achieve your financial goals in a tax effective manner
  • Managing your investments using proven methodologies designed to protect and maximise your retirement benefits.

For professional superannuation and SMSF advice, call Strategic Wealth Services on (03) 9896 5100 for a chat. You can also send us an email to info@strategic3.com.au.