There are many advantages, challenges and obligations involved in self-managing your superannuation. We provide advice, strategy and service that allows our clients to meet their legal obligations while guiding investment strategy for fulfilling retirement savings goals.

Depending on your individual circumstances, it may be beneficial for you to retain your industry fund. We’ll do the research and advise you on the pros and cons of your industry fund and how to integrate it in your financial plan.

We help our clients understand the retail fund approach so they may weigh up the benefits of investing their retirement savings in retail funds.

If you’re able to participate in salary sacrifice, we’ll work with you to formulate a strategy for achieving your goals, which may include bolstering your retirement savings, creating tax efficiencies or using funds to pay for certain assets.

Over your working life, you may have collected numerous ‘default’ superannuation accounts each with their own set of features and benefits. We can help you to consolidate (and roll over) if appropriate multiple super account balances into a single super environment that best aligns with your needs.

We help our clients find the super they may have left behind when they’ve changed jobs.

Superannuation is an asset held outside of a Will and should be considered in estate planning. We assist our clients with advice in collaboration with their legal adviser on establishing Powers of Attorney and tax effective structures such as Testamentary and Super Proceeds Trusts for protecting and providing flexibility for trustees to distribute superannuation monies to beneficiaries upon your passing.