Superannuation
Superannuation is a key method of providing for your retirement. While you do have the option of relying on the Centrelink Age Pension, your future can be made more comfortable by planning ahead and making the most of the super you have been putting away for years.
When planning for retirement, you have the option to manage your superannuation fund yourself.
About Self Managed Super Funds
A self-managed fund gives the trustees, who are also the members, direct control over the assets they hold within the fund, such as direct property, shares or investments not easily accessed via a public offer super fund.
Being trustees of your own superannuation fund does come with compliance and legal responsibilities. To help, Finextra Wealth’s Self-Managed Superannuation Service is designed to help you with issues associated with this responsibility.
As well as offering competitive rates for the administration of your fund, we bring our wealth of knowledge and expertise to the management of your assets.
Contact us today on (02) 8705 5454 to speak with a leading financial adviser who is focused on helping over 55s to create a happy, comfortable retirement or simply complete the Life Survey below to get started.