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.
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