You’ve set up your Self Managed Superannuation Fund (SMSF), and now you want to make sure ...
We are often asked – can we afford to retire? Everyone is different, and our wealth retirement service aims to ensure that you are on track to retire the way that you want to.
Our team has years of experience in estate planning, and will work directly with your solicitor to ensure your estate is paid to beneficiaries in the most secure and tax-effective manner possible. We’ll also make sure all Estate Documents (including Wills, Binding Death Benefit Nominations and Enduring Power of Attorney) are in place that reflect your wishes. We want to ensure the funds are paid in the right way to the right people at the right time.
Performing a superannuation review is an important step to ensure you structure your superannuation payments appropriately to give you the best chance of a wealthy retirement.