Superannuation has a long term focus where your funds, when managed appropriately, should accumulate at a greater rate than other outlets holding similar investments.
Secure your financial future by looking at your superannuation plan today.
It’s never too late to look at your super to ensure you are getting the most out of it. It’s easy to leave it accumulate over the years and forget about it, but it plays a vital role in helping you determine security for your financial future.
We offer advice and assistance in areas such as:
Organising finances and superannuation can be complex, making it easy to put the task aside. We can help you set goals and protect your income based on your personal situation. Everyone is different, so we tailor a plan to put you on the right path for a comfortable future.
Our advice will help you understand where you are now, and where you want to or need to be. Over time, we will help you close the gap required to accomplishing your goal.
If you would like to discuss where you are now and how to get there, contact us today for a no obligation initial discussion.
Self Managed Superannuation Funds (SMSFs)
At Withani, we work with our partners to provide a complete and flexible SMSF solution. We are able to set up funds, arrange management services and provide technical, strategic and investment advice.
When done correctly, a SMSF can be a very effective way to generate wealth when your main purpose is to contribute benefits for retirement.
SMSFs are not suitable for everyone and will vary person to person based on their individual circumstances. Receiving advice from the start can save you money and time in the long run.
If you are not sure if SMSF is the right gateway for you, contact us to find out what we can do for you.
A short video about the myths and realities of SMSFs from the ATO.
Some of the things we consider when asked to set up a fund are: