Take Control of Your Retirement Lifestyle Today
When it comes to superannuation it is critical to ensure your retirement nest egg is invested securely and at the safe time appropriately to best achieve your planned retirement lifestyle. Take control and be proactive is taking the initiative to review your arrangements. Through consolidating your existing accounts and investing appropriately you can help ensure your super will grow into the future and have measures in place to protect your money during these uncertain economic times.
WealthMarc Advisory Group are experienced in assisting client’s with self-managed super funds to allow total control of your superannuation contributions and complete management of every dollar of your investment. With superannuation becoming the second largest asset of Australians after property investments, it is important to discover the best investment opportunities and market available to grow your super contributions.
Superannuation is a tax effective means to an end with the end being your desired lifestyle in retirement. As your financial planner we will work with you to calculate the amount of super you will require to support you and your family during your retirement so that you do not have to work past you desired retirement age.
Financial Strategies to make the Most of your Circumstances
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If you are interested in a Self Managed Super Fund (SMSF) we can help you. Firstly, it is important to understand there are a number of legal regulations and restrictions regarding self-managed super that must be adhered to. These include:
- Establishment of a trust for each member of the fund;
- Registration of the superannuation entity with the ATO;
- Establishment of approved super bank accounts for the fund;
- Rollover of contributions in registered funds;
- Annual Submission of fund’s investment strategy;
- Annual Submission of income tax return;
- Independent audit of fund
Your WealthMarc Advisory Group financial advisor is equipped to provide advice on the best way to manage self managed superannuation funds to ensure maximum yield and growth. We are experienced in formulating investment strategies that meet your financial goals whilst adhering to the investment methods and regulations of the ATO. Furthermore, our professionals will assist you in preparing for the regular independent audits that are commissioned by the ATO to ensure your fund is performing professionally within the ATO guidelines.
We will make sure the most important questions of all is addressed
is a self managed super fund appropriate for you?
Whilst the ability to manage and plan your own retirement fund may seem lucrative, mismanagement of the fund can result in fines of up to 46.5% of your super balance or the loss of yourself managed super fund registration.
So don’t delay and take control of your superannuation today with the help of qualified financial planners from WealthMarc Advisory Group. Let our team discuss your retirement plans, contributions and investment strategies and help you make sure your money is working for you and your future.