Superannuation is principally a tax-effective mechanism of saving for your retirement. For many of us, it may be the largest asset we own, apart from our homes.
With numerous contribution options, Superannuation can become a complex and overwhelming area. At Countrywide, we endeavour to create an optimal strategy to make the most of the tax concessions, financial incentives and rebates available to help you build a nest egg which achieves your desired lifestyle in retirement.
We can assist you with comprehensive and tailored advice on:
Self-Managed Superannuation Funds (SMSFs) offer a good strategy option for many individuals, families and small business owners to build tax effective wealth and to protect assets over time. SMSFs are becoming popular for those who are ready to take control of their own super investments as they give you ultimate control and flexibility to manage your retirement benefits.
It must be noted though, that you will have increased responsibilities as a trustee of the fund. As a SMSF Trustee you need to keep up to date with all required regulations and keep up with the fast paced financial markets.
Countrywide FInancial Solutions can work with you to understand your personal financial situation and decide whether a SMSF structure is appropriate for you. We will also make sure your assets are invested in the most effective way to maximise your retirement benefits.
Should you wish to consider establishing a SMSF then we can help with:
Be it consolidating your superannuation accounts, boosting your contributions, understanding the superannuation contributions limits for the financial year or developing a plan to prepare you for your eventual retirement, Countrywide Financial Solutions can help you.
Start getting the support you need and book a consultation with one of our team members today. Call us on 0408 497 557 or make an enquiry via email at joel_ruig@cwfs.com.au and one of our staff will get back to you as soon as possible.