The effective use of superannuation strategies will have a dramatic affect on your wealth and ultimately your lifestyle choices in retirement.

The experienced team at Hunt Strategic Advisors can answer all of your superannuation queries. We can guide you through the complex superannuation legislation and provide you with advice that will ensure your retirement is provided for and that all of the taxation concessions available to you are obtained.

These strategies may include the establishment of a self-managed superannuation fund (SMSF) which has a number of advantages over public offer superannuation. We have been advising on self managed superannuation funds since the mid 1970’s.

In March 2010 Jeremy Cooper, head of the Cooper Review into the superannuation system, said:

“It may be that the SMSF is the absolute way of the future”.

We can assist by:

  • Establishing your SMSF
  • Designing retirement strategies
  • Attending to all the administration including auditing the fund
  • Advice in relation to gearing within superannuation
  • Advice regarding contribution and pension strategies

For further information see our paper on new ways for high net wealth individuals and business owners to build wealth tax effectively with a SMSF

Are you accumulating enough benefits for your retirement?

We can assist you by helping you answer this question. Our modelling can project your current superannuation benefits to assist in forecasting your retirement benefits and whether they will be sufficient for your needs.

Do you require advice regarding your superannuation retirement strategies?

We have a number of strategies to effectively take advantage of the taxation concessions available within the complex superannuation legislation so as to maximise your benefits after tax.

Will you be financially comfortable when you retire?

We can help you answer this question by modelling various scenarios based on what you would like your retirement to look like.