Self-Managed SUPERANNUATION
Take back control of your super investments with a Self-Managed Super Fund. It’s a decision many Australians are choosing to make, ensuring you are invested into causes you support and maximising your returns.
Super Splitting and Divorce
We understand that sometimes marriages don’t work out. When you have accumulated many assets as a couple, splitting them equitably becomes incredibly important.
Super SA -Triple S, Lump Sum and Income Stream
We specialise in providing strategic advice to South Australian State Government employees and have a strong working knowledge of Super SA products, which have some unique advantages over standard retail or industry funds.
AgeD Care Planning
If you or a loved one are considering a transition to an Age Care facility, there are a number of important considerations to be made. We can assist you with complex Age Care Assessment Team (ACAT) assessments and will work with you to optimally structure your assets, to provide the best opportunity of getting into the facility of your choosing.
SIGNIFICANT INVESTOR VISAS (Subclass 188 Visa)
If you have significant investable assets (over AUD$5million) and are looking to make South Australia your home, we can help you navigate the pathway to permanency with our structured advice plans. There are specific investment requirements and minimum timeframes which must be fulfilled for successful application process.
Investments and Equity Trading
You can rest easy knowing you have a trusted adviser to guide you throughout all stages of your investment journey. We offer both advisory and non-advisory investment services.
Business and Tax Structuring
Are you a business owner wanting to know if your affairs are structured correctly? Are you curious to learn more about the benefits of holding your assets inside a trust? If the answer is yes, give us a call.
PSS, CSS and Defined Benefit Super Schemes
Many of our existing clients have active super accounts through their employment with the Federal Government, and we know their products inside and out. We will work with you to explain all important concepts in terms you understand and ensure you are in the best possible position when you retire.
Social Security
We have helped many South Australians with their social security and can even assist with strategies to help boost your Centrelink pension payments. Gain peace of mind with a long-term retirement strategy by speaking to us today.
Return to Work (Workcover) Redemptions
If you have been offered a Return to Work redemption package, it is important you understand your position and are provided qualified financial advice before you receive your payout. We can assist with all redemptions and can provide professional advice to allow you to to make an informed decision for the future.
Trust and Company Establishment
We work alongside a number of superannuation and tax law specialists to provide you access to the tools required to thrive in your professional life.
Estate planning
Its not something we like to think about, but something we all must deal with. Having an up-to-date estate planning strategy in place can provide great peace of mind to you and your loved ones and ensure your assets pass to the beneficiaries of your choosing.
PRe and Post RETIREMENT Planning
There are many important considerations when you are thinking about retiring…Is my super balance large enough to support me? Do I have enough income to survive comfortably? How do I start an account based pension?
Risk Insurance
If you have a mortgage or pay rent, you know how important a steady income is. Imagine for a second that you were injured in an accident and were unable to work for the next 6 months. Would you have enough savings to meet your monthly mortgage repayments, whilst still providing for yourself and your family?
Wealth Creation
Learn how to sensibly invest your money, to grow your wealth in the long term. We have expertise in creating tax-effective, income generating investment portfolios and will guide you to make smart decisions at all stages of the economic cycle.