Superannuation is an important retirement planning tool and while legislation changes regularly, it is still considered amongst the most tax effective retirement wealth building strategies.
We develop the superannuation strategy that is most suitable for achieving your retirement goals, providing advice for contributions to retail and industry superannuation funds, investment advice for managed funds and other direct investments and full-service support for Self Managed Superannuation Funds (SMSF).
The decision to build wealth within a superannuation is an important consideration for mining and resources professionals. If a SMSF is compatible with your circumstances and personal investing style, it is a structure that offers potential for saving tax and reducing administrative costs, while offering flexibility when structuring your investment portfolio.
Depending on the circumstances, a SMSF can allow you to take full control of your superannuation by providing the ability for you to utilise direct investment options including shares, managed funds, real estate and other assets, from a broader range than is usually available through public offer superannuation funds. There are a number of considerations (including, but not limited to, trustee obligations and costs of running a SMSF) you need to think through before making a decision as to whether or not a SMSF is appropriate for you and you should seek professional advice to support you with this.
Your Stratus Financial Planner provides guidance and advice regarding contributions, investment growth strategies and retirement income streams. We also provide financial advice as it relates to unexpected and significant influences affecting your super/SMSF, such as death or divorce.
Further, we collaborate with aligned professionals for establishing SMSF structures, managing your trustee obligations, fund audits, annual returns, taxation and compliance advice.
