Superannuation
Superannuation is an Investment structure that provides concessional Tax Rates to encourage saving for the provision of your income needs in Retirement. Due to its lower tax regime, Superannuation often forms an essential part of a Wealth Creation, Retirement Planning and Estate Planning strategy.
Superannuation Legislation is complicated and always evolving and our Financial Advisors assist their clients through the Legislative provisions to provide them with the most tax effective planning options.
Our Financial Advisors are familiar with and regularly provide advice in relation to Self-Managed Super Funds, Personal Superannuation, Corporate Superannuation and Superannuation Planning services, including salary packaging.
Navado Financial Advisors will assist you to determine when this strategy is appropriate and if appropriate, will help you to document the Investment Strategy of your Self Managed Superannuation Fund. In this regard, you may choose from a Professionally Prepared plan, where Navado Financial Advisors will assist you to select the investments, or a process whereby Navado Financial Advisors will review your existing investment strategy. It is important to ensure that investments are made by Self Managed Superannuation funds only after considering your overall strategy, with focus on diversification, the Self Managed Super Fund's ability to meet payments as they arise, the investment risk and return and whether the investments are in line with legislation.
Each and every client has different requirements for investment advice. At Navado Financial Advisors, we support our clients by establishing a framework to take control of their Superannuation Funds and provide whatever level of investment advice is required.
We invite you to contact us.
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