Self Managed and Managed Superannuation
- Setting up your own fund and managing your own investments
- Selecting a managed superannuation fund
Financial Planning
We offer lifestyle financial planning, which involves:
- Setting your financial goals
- Being financially organised so you know where you are and where you are going
- Selecting investments that suit you, not us
- Planning for school fees
- Planning for retirement
- Planning for travel
- Regular reviews of your situation
Salary packaging
- Effect of FBT on salary packaging
- Superannuation contributions for spouses
- Tax and salary effective car plans
- Novated leasing
Estate Planning
- Planning your kids’ inheritance
- Assisting children and grandchildren
- Charitable donations
Advice on income and capital gains tax matters
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