Personal Superannuation & Superannuation Pensions

We have expertise in reviewing and restructuring pensions to suit changed circumstances and change in the regulatory environment.

With the substantial changes in the regulatory environment due to the 2006 adn 2007 budgets, if you have existing retirement pensions, you should consider discussing these with us to see if any changes are of benefit to you.

We provide detailed personal advice and can establish and manage a comprehensive range of investments within a number of retirement and transition to retirement income streams such as allocated pensions, annuities, transition to retirement allocated pensions, ordinary money fixed term annuities and lifetime annuities.

Our service is accredited to advise and provide implementation services in all areas relating to superannuation.

We do not push specific services or products. We are able to ensure that our advice is appropriate to your circumstances because we are experienced and able to advise, implement and manage the full range of superannuation tools, including:

Self Managed Superannuation (Including Accounting, Audit, Compliance Administration, Investment Advice, Asset Administration)
Personal Superannuation (direct, master trust, mini – wrap)
Group / employer superannuation
Allocated Pensions
Account based pensions

Annuties (Lifetime and Fixed Term)