Superannuation and SMSF advice, Geelong
Superannuation and self-managed super funds (SMSFs) are a tax-effective approach to fund your retirement. And our experienced financial advisers can help maximise your fund’s potential so you can enjoy the financial security and lifestyle you want in your golden years.
If you are looking for trusted superannuation advice, turn to Community Chapman Welsh for expert assistance.
Superannuation comes in many forms. From retail and industry funds to SMSFs, they all help you grow your wealth for retirement. But which structure is right for you? Do you want to take a hands-on approach to managing your super fund? How much will you need for retirement? What are the investment choices, tax benefits and contribution limits, and when can you start drawing from your fund? For all these questions and more, we’ve got you covered.
Our superannuation advice services include:
- Helping you to understand your superannuation options and find a fund structure that best suits your needs. A self-managed fund comes with more responsibilities and regulations, but gives you greater control over investments;
- Reviewing your super fund’s performance to see whether it is growing effectively to meet your retirement deadline;
- Super consolidation services, moving all your super into one fund to save fees and improve management;
- Providing practical superannuation recommendations, strategies and SMSF advice in Geelong, which align with your financial and lifestyle goals. From advice on concessional and non-concessional contributions and caps to tax implications, we’re here to help;
- Recommending investment options for SMSF including shares, direct property, term deposits and managed funds; and
- Providing expert advice on insurance so you can protect your assets and income.
If you would like professional assistance to kick off your superannuation journey or get your fund in good shape, contact Community Chapman Welsh. For trusted superannuation advice, you can’t go wrong with our experienced team. We also provide quality financial advice in areas including financial coaching services and business budget planning.