SUPERANNUATION and SMSF’s

“Take control of your superannuation today, you will be thanking yourself for many decades”
– Peter Surtenich

Around 14.8 million Australian’s collectively hold over $2.3 trillion in superannuation assets making superannuation a major asset. Now, more so than ever, people are taking superannuation seriously.

  How can we help you

  • Review your current Superannuation arrangements and advise on effective investment strategies
  • Consolidate multiple super accounts into one effective account
  • Search for lost super
  • Plan your income for retirement years
  • Introduce tax affective measures to boost your Superannuation
  • Advise on investment options including direct equities
  • Transition to Retirement (TTR) strategies

Suetonius Wealth Management is able to offer you specialist technical financial planning and investment advice and work together with you to formulate a superannuation strategy tailored to your unique situation.

It is never too early to start planning for retirement. Speak with an adviser today.

Lost Super Search – link to ATO Lost Super Search

Consolidate my Super

  Self-Managed Super Funds

SMSF’s offer individuals and families greater flexibility and a wider choice of investment options for your superannuation and retirement savings.

We can help you decide if an SMSF is right for you and assist with the fund setup and tailored investment advice. We can provide ongoing financial advice and technical support to ensure you meet your SMSF trustee obligations.

Arrange a free consultation with an adviser today.