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.