Regardless of your current stage in life, a well-thought-out superannuation strategy will, at some point, be pivotal in helping you to achieve your retirement goals.
Changes are continually being made to superannuation rules, meaning it is vitally important to consider superannuation as an investment earlier in your life, and ensure you are advised on appropriate ways to take advantage of all relevant opportunities to achieve your retirement goals.
At Fitzpatricks, we stay abreast of all rulings and regulations. We also know the benefits achieved by implementing a tailored superannuation strategy.
We understand that the most effective structure for one client may not be the same for others, so we advise people on any combination of the following options:
- Establishing and/or maintaining self managed superannuation funds
- Maintaining existing superannuation funds
- Establishing new retail superannuation funds if you are not happy with your existing provider, but do not have the funds or inclination to warrant managing a self managed superannuation fund
Our Private Wealth Program helps you build a financial structure that is in line with your dreams and goals. A concise superannuation strategy can be an important part of this process.
This information is not personal advice and you should not act on it unless you have received personal advice from a licensed adviser. Please read our Important Information.
