Your superannuation will grow to be a significant asset over your working life and provides a very tax-effective vehicle for creating wealth and providing an income stream in retirement.
The level of returns achieved with many superannuation funds are determined by the performance of the investments inside it, however it’s often an area that is misunderstood and hence its benefits underestimated.
Ensuring that you have an effective superannuation strategy is a crucial part of your financial and investment strategy. Many people now have choice as to where their employer pays their superannuation and who manages their super assets. This is potentially beneficial to those who want a personalised investment strategy designed and managed for them rather than being ‘pigeonholed’ into one of the generic strategy investment options many funds offer. For example the ‘balanced’ or ‘growth’ option.
Our clients benefit from a flexible superannuation platform through which our Proactive Investment Strategy can operate on. We use various Master Trusts/Wrap platforms for our clients; or a Self-Managed Super Fund.