Self Managed Superannuation Funds

How to get the most out of your superannuation

Superannuation is probably the biggest investment you’ll make in your lifetime, which is why it’s so important to ensure your fund is managed properly. If you’re employed, Australian superannuation is mandatory at 9.5%. However, unlike other investments, superannuation provides significant tax breaks and other benefits to encourage saving for retirement. These tax breaks can be used to your advantage with our expert guidance.

If you’re not sure how to manage your super fund, our financial planners in Mackay can provide you with expert superannuation advice.

Self Managed Superannuation – the choice is yours

Deciding to take control of your financial future by establishing a self-managed superannuation fund (SMSF) is a big decision. With this control comes trustee responsibility and a very complex world of regulations and rules. Seeking Australian super advice is essential if you’re thinking of self-managing your fund.

The key benefits of a self-managed superannuation fund (SMSF) include control, investment flexibility and tax management. Considering the complexities around these areas, we highly recommend engaging with professional superannuation advice and services.

Individualised Planning and Advice to Suit Your Superannuation fund (SMSF)

Here at Alman Partners, we have developed specific self-managed superannuation fund (SMSF) solutions for trustees. The package includes:

  • Development of comprehensive investment policy statements
  • Construction of asset allocation designed to meet desired investment returns in line with risk profiles
  • Advice on world-class investments including asset class portfolios and electronically traded funds
  • Complex advice on self managed superannuation fund (SMSF) strategies
  • Targeting ‘your number’ – how much money will you need to fund your retirement based on acceptable probability factors?

We invite you to make an appointment with our qualified advisers to discuss your goals. Contact us today for expert superannuation advice.

Individualised planning and advice to suit your self managed superannuation fund (SMSF) needs

Here at Alman Partners we have developed specific self managed superannuation fund (SMSF) solutions for trustees. The package includes:

  • Development of a comprehensive Investment Policy Statements;
  • Construction of a well thought out Asset Allocation designed to meet desired investment returns in line with risk profiles;
  • Advice on world class investments including asset class portfolios and Electronically Traded Funds;
  • Complex advice on self managed superannuation fund (SMSF) strategies;
  • Targeting ‘your number’ – how much money will each member require to fund their retirement based on acceptable probability factors?

We invite you to make an appointment with our qualified advisers to discuss your goals and objectives.

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Self Managed Superannuation Mackay | Moranbah