Self-Managed Superannuation (SMSF)

Self-Managed Superannuation Funds (SMSF)

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Prepare for your future today

Regardless of age, you must consider a superannuation strategy for the future.

In reality, the younger you are, the easier it is to grow your nest egg. You will be thanking yourself in the future for the financial wisdom you had today!

Our Advisory Team can assist you with:

  • Determining how much super you will need in retirement
  • Choosing a superannuation fund that suits your risk profile and retirement goals
  • Discussing a strategy that allows you to boost your contributions into superannuation tax-effectively via salary sacrificing and other arrangements
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Planning for your retirement

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Whether you are retired, close to retirement or still have a long way to go, retirement planning is essential for all Australians.

Ask yourself these questions:

  • Do I know how much money I need to live a comfortable retirement?
  • Do I know the best way to fund my retirement?
  • Is retirement too far off to start worrying now?
  • What is salary sacrifice?
  • When can I access my super?
  • What are my options when I retire?
  • Will I pay tax on my super if I take a lump sum?
  • What are the different types of income streams I can access in retirement?
  • In retirement will I just be living off what I have managed to save?
  • Will my money simply run out or can I change my strategy?

If you don’t know the answers to the above questions, you could well be on your way to a financially difficult retirement. The good news is if you take action now, you can still ensure a comfortable and stress-free financial future.

Speak to us today to ensure you attain the retirement lifestyle you deserve!

General Advice Disclaimer:  The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.

The following - David Ryan, Sam Papadopoulos, Ron Crook and Amanda Crook are Authorised Representatives of Count and are licensed to provide financial advice.

We are committed to ensuring the privacy and security of your personal information.  As an Authorised Representative of Count Financial Limited, we are bound by Count's Privacy Policy

AccountingHQ ABN 63 814 033 438 is an Authorised Representative of Count Financial Limited ABN 19 001 974 625; AFSL 227232 (“Count”). Count is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 17, 1 Margaret Street, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 17, 1 Margaret Street, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd.