RETAIL AND SELF-MANAGED SUPERANNUATION FUND ADVICE
Integrity Wealth’s superannuation specialists will ensure your superannuation fund is the most appropriate vehicle for your needs and situation, uniquely designed to help save money during your working life that will support the lifestyle you want in retirement.
We can advise on contributions made to superannuation during your working life and how these funds are invested using a range of investment assets, such as cash, fixed interest, shares, property and alternative investments.
Our specialists can advise you on key features and benefits of super funds, including:
- Investment choice
- Investment performance
- Insurance options
- Fees and charges
SELF-MANAGED SUPERANNUATION FUNDS
Self-managed superannuation funds (SMSF) are a popular method of saving for retirement. They allow you to make your own investment decisions. This requires some major financial decisions that require time and skill.
Advice Shop’s superannuation specialists have the expertise to guide and assist you with all aspects of a SMSF whether it be explaining what a SMSF is, the benefits of having a SMSF, who the governing bodies are, understanding the obligations and rules of a SMSF, or specific advice on investment opportunities.
By working collaboratively with you, our specialists will help ensure you receive the most beneficial and secure solution for your superannuation requirements.