Full Superannuation services including

  1. Review of existing Superannuation policies
    a. Appropriate levels of contributions to achieve goals
    b. Investment Strategies
    c. Joint or Individual planning
    d. Consolidation/rollovers
  2. Provision of newer, cheaper more efficient structures.
  3. Rollover & Consolidation evaluation
  4. Location of missing Superannuation accounts
  5. Self Managed Super Funds (SMSF)
    a. Review
    b. Establishment
    c. Investment Mandates
    d. Resident/Non Resident Trustee consideration
  6. Provision of Australian Domestic Insurance (Global Coverage) via Superannuation, normally at a significant premium reduction.

Our Superannuation Partners