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SuperPlan
Financial Planning
Specialty service where strategic advice is required.
Super Concepts specialists can assist you with all aspects of financial and structural positioning of your fund. Alternatively, you can work with your adviser who will provide this service.
Let our experts help you map a strategy for success.
Our financial planning professionals focus on the specific and unique needs of people who've assumed control of their financial future by managing their own super fund. What's more, as fee for service providers, our fees are based on what we do for you - not on how much money you have in your fund.
SuperPlan services incorporate strategic and structural SMSF advice including:
- Retirement and structural planning
- Transferring personal assets to superannuation whilst managing CGT
- Pensions
- Transition to Retirement Benefits
- Salary Sacrifice and strategies pertaining to best tax positioning of your SMSF
Cost
$275 per hour (inc GST)
To find out more
Contact Us by email or call 1800 625 644 if you would like more information on SuperPlan or our complete suite of Super Concepts services.
Contact us today. It's the surest way to put your mind at ease.
A must read for anyone wanting a plain English guide to self managed superannuation.
