Superannuation

A practical superannuation investment strategy is an essential part in overall wealth creation and remains the most tax effective structure available to fund your retirement income. Strategic Wealth understands the dynamics and complexities of superannuation and can help determine what income you need to generate to meet your retirement lifestyle.

We can provide insight and guidance when reviewing the most appropriate superannuation fund and advise on the pre-tax and post-tax contributions you should make. We will consider many factors including:

  • Investment flexibility
  • Fees
  • Taxation management
  • Considerations for retirement income streams
  • Estate planning considerations
  • Online reporting.

SMSF

Self-managed superannuation funds (SMSF) are for investors seeking greater independence and flexibility in managing their super fund.

Strategic Wealth’s team of qualified SMSF Specialist Advisers can help determine if this superannuation structure will best suit your needs. Like other superannuation funds, SMSFs are subject to stringent rules and are regulated by the Australian Taxation Office. And while they offer greater flexibility, choice and control, they are more complex and require careful management to ensure compliance.

Strategic Wealth has the expertise to implement and manage all aspects of an SMSF on an ongoing basis. We can navigate you through the complex maze of rules and compliance to tap into the significant benefits associated.

View our Superannuation video