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WRIGHTADAMS ADVISORY

Super + SMSF

Superannuation

We specialists in providing advice in all areas of superannuation and will always conduct a complete assessment of your current situation before providing any recommendations where appropriate. In particular, we will assess the following:

  • Are you on track to retire with enough money to fund your desired lifestyle – for your entire retirement?
  • Is your superannuation fund performing to expectations?
  • Is the asset allocation appropriate?
  • Are you employing the right fund managers?
  • Are you contributing enough to super this year?
  • Are you taking full advantage of the new rules for super?
  • Should you make contributions for your spouse if they are not employed?
  • Are there other tax effective strategies you should be using?

Services

One of the benefits of a SMSF is an added layer of flexibility in terms of investment options

sydney Superannuation and smsf

SMSF

Where appropriate we can also advise you on all aspects of Self Managed Superannuation Funds (SMSF).

A SMSF is a fund designed to hold and distribute retirement benefits for its members. These funds are controlled by their members, and may have no more than four members.

One of the benefits of a SMSF is an added layer of flexibility in terms of investment options which can be quite appealing to some people. Another is the cost efficiency a SMSF can provide once the fund exceeds a certain value.

We are able to assist in the establishment, ongoing maintenance and winding up of a SMSF, and everything else in between. If this is an appropriate strategy then we are able to guide you to be able to obtain the most out of your SMSF.

We can help you create a secure financial future

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