Superannuation

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

Disclaimer

Note that specialist Accounting, Property, Mortgage and Foreign exchange services offered by our partners, Stoneturn, OFX, Hartley’s and LJ Hooker are via referral arrangement only. Note that these Firms are not authorised by NEO Financial Solutions Pty Ltd and therefore NEO Financial Solutions Pty Ltd and Australian Expatriate Services are not responsible for any advice/services provided by these Firms.

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