Superannuation and Self Managed Super Funds

Superannuation

For most Australians superannuation will grow to become the largest or second largest asset outside their home. Australians currently have close to 3 trillion in superannuation and that amount is growing every year. According to the Australian Taxation Office approximately 39% of all Australians have multiple superannuation funds it also estimates that 17.5 billion worth of superannuation savings are either lost or unclaimed.

Finding a superannuation fund that is right for you can help you better maximise your retirement savings. Advice around your how your super is invested, what and how much you are putting into your superannuation can have a multiplier effect on the amount of super you end up with in retirement.

At Freedom Financial we can help you better understand your superannuation and provide advice that places you in control of one of your largest assets. Researching what you have to ensure it is the best option or finding a better option and consolidating your funds is one way we can help you to start to take control of your superannuation. To find out more please click on the “book a free consult” link for a no obligation discussion about what you have and whether you have any missing or unclaimed superannuation out there.

Self Managed Superannuation Funds

Whether you are looking to set up a Self Managed Super Fund or have an existing fund that you need advice for. At Freedom Financial we can help you set up and run your own fund and provide you with advice in relation to whether a fund is appropriate for you. We can help you develop and implement your investment strategy that helps you achieve your retirement goals.

It is estimated that approximately 30% of all superannuation is invested in Self Managed Superannuation Funds. By helping you ensure that you understand your duties and obligations as a trustee of a superannuation fund, we can help to ensure that your fund is run as a complying superannuation fund. Whether it is providing you with investment, taxation, protection or estate planning strategies, or simply helping you to reduce the costs associated with your fund, we can help you determine the level of advice you need. To find out more please click on the “book a free consult” link for a no obligation discussion.

To find out more please contact us for a no obligation discussion.