Self-managed superannuation fund investors

Planning Partners provides a specialised service to Self-Managed Superannuation Fund Investors. This service covers advice in the following areas:

SUERANNUATION CONTRIBUTION STRATEGIES
Decisions regarding superannuation contribution strategies are critical in the months and years leading up to retirement. Recent changes to superannuation have increased the attractiveness of transferring external assets to the superannuation environment. Our strategies are based on an up-to-date understanding of legislation and are regularly reviewed for your circumstances.

LUMP SUM WITHDRAWAL AND INCOME STREAM STRATEGIES
The recent Budget announcements have made Income Stream strategies more popular for Self-Managed Superannuation Funds. We work in conjunction with your Accountant to design, set-up and implement an appropriate lump sum withdrawal and pension strategy from your Superannuation Fund.

INVESTMENT STRATEGIES
We review and re-draft the Investment Strategy for your Self-Managed Superannuation Fund and provide you with proactive asset allocation and investment advice to meet the needs of the members of your Fund. This may include our Portfolio Management service or a second-opinion service for Self-Directed Investors.

SUERANNUATION ESTATE PLANNING
Assets held in your Self-Managed Superannuation Fund do not automatically form part of your Estate upon death. Our advice ensures that your interests in your Superannuation Fund will pass to your nominated beneficiaries in a tax-effective manner.

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