Superannuation & SMSF
Stop guessing with your biggest asset.
Super can become your largest asset outside the family home, yet it’s often the least understood.
What is Super & SMSF
​Most people hold super through a retail or industry fund, where investments and admin are handled for them. Costs vary wildly, as does performance so its important to compare apples with apples.
A Self-Managed Super Fund (SMSF) is different: you take on the role of trustee and gain direct legal responsibility over investments and decisions. Costs can be high so it needs to make long-term sense.
Layers of Strategy
Super is one of the most powerful wealth-building environments thanks to concessional tax rates. After 60, you can switch to an income stream which has a 0% tax rate!
​
​We'll discuss contribution strategies that can save you tax and boost super.
We'll review your investment mix, explain how it works and compare your super for cost, performance and risk.
​
