Adelaide Financial Advisors & Wealth Management Experts

Super Splitting & Divorce

Know your Options

We understand that sometimes marriages don’t work out. When you have accumulated many assets as a couple, splitting them equitably becomes incredibly important.

We work with you and your solicitors to ensure you are not unfairly treated (including being aware of all tax consequences) and can assist you with the splitting of assets, to guide you to make wise investment decisions at a time of uncertainty and worry.

Not all assets divide as smoothly as cash and property.

  • If you are set to acquire shares as part of an asset split, its important to determine the cost base for those assets, so you understand the tax consequences when they are sold.

  • If you are set to receive a large super pay-out, but are many years away from retirement, you may be worse off than taking cash now, which can be used to fund your lifestyle needs from day one (not in 15 years)

  • If you are set to receive a split of superannuation assets, we can help you establish a new super fund to receive your rollover, or can assist with the movement of funds to your existing super account.

These are just a few examples of the important considerations to be made. Do yourself a favour and give us a call, so you can rest easy in knowing all stones have been uncovered.