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
We have the expertise and experience to assess if a self-managed superannuation fund is right for you.
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 across a variety of superannuation solutions.
Our range of SMSF services include:
- setting up self-managed superannuation funds
- limited recourse borrowing arrangements
- tax effective superannuation strategies
- trustee advice and responsibilities
David Grenci and Affinity Wealth Advisers Pty Ltd, ABN 25 600 358 923 are Authorised Representatives of Affinity Group Advisers Pty Ltd ABN 16 657 794 860 (AFSL No. 539748) This information and advice is general and does not take into account your objectives, financial situation or needs. You should consider whether the advice is suitable for you and your personal circumstances.
