Resolute can provide superannuation advice and ongoing management for individuals. It is one of the most tax-effective structures that can be used in creating wealth for retirement. Superannuation continues to offer significant tax concessions on contributions and investment earnings
Current legislation offers flexibility for individuals accessing their benefits in retirement, making superannuation critical in any financial plan.
We can give you expert advice on choosing the most appropriate Australian superannuation fund based on independent research and our understanding of current superannuation rules. We constantly review the changing superannuation legislation and environment.
As part of your superannuation strategy we typically consider adequacy of capital, taxation opportunities, investment strategy, and superannuation product choice.
Self-Managed Superannuation Fund (SMSF)
Self-Managed Superannuation Funds (SMSFs) provide a way of saving for your retirement. The difference between an SMSF and other types of fund is that the members of an SMSF are usually also the trustees. This means the members of the SMSF run it for their own benefit and are responsible for complying with the superannuation and tax laws.
A SMSF provides flexibility for effective retirement planning, investment choice, insurance, and estate planning strategies. It is important to understand that setting up and maintaining a SMSF involves more time and keeping up to date with many complex rules and regulations.
Managing a Self Managed Superannuation Fund is a complicated matter, initially to establish and then maintain on an ongoing basis. It is essential to get advice on SMSF’s from an established expert in this field.
Resolute are specialists in advising and managing SMSF’s. Where necessary we will also engage other professionals to assist in managing your SMSF. Being industry specialists, we are members of the SMSF Association and our financial planners are accredited SMSF Specialist Advisors SSA™.