SELF MANAGED SUPER FUNDS
The use of superannuation, particularly Self Managed Superannuation, family trusts (restricted and discretionary), and insurances are vital for estate planning.
A Self Managed Superannuation Fund can act as a ‘tax effective’ vehicle for both family wealth protection and for inter-generational wealth transfer.
We seek to tie in your superannuation and other estate planning requirements with your insurances, business and personal life cycle, and your preference for a suitable balance between ‘tax effective’ outcomes and the need for control of outcomes.
Speak to our accredited Financial Planning experts to further explore what options are available.
CALL US NOW ON 1300 852 484 or EMAIL firstname.lastname@example.org