Superannuation can be one of your biggest long-term investments and taking control of it now can help you get the most out of it later. There are a range of tax effective strategies that you can use to get the most from your super. Our Advisers can help you put in place the right strategies for you by:
Did you know there is over $18 Billion of lost super funds in Australia. The following video provides instructions on how to find out if any of this money is yours. Warning: You should never consolidate or close any superannuation accounts before first making sure you have enough personal insurance elsewhere. If you close a super account which holds insurance, the policy may be lost forever! Please contact our office if you require assistance.
Self-Managed Superannuation Funds (SMSF)
The number of Self-Managed Superannuation Funds (SMSF) is increasing rapidly and now represent the largest superannuation sector by fund values. The aim of a SMSF is to enable clients to apply strategies, flexibility and investment solutions that may not be available in other superannuation funds. Tilea Wealth can assist in the following ways:
At Tilea Wealth our Advisers are highly experienced in all facets of SMSF (including ATO Trustee requirements and obligations) and can tailor a specific solution for your superannuation needs. Our Senior Adviser, Tim Hall is an 'SMSF Specialist Adviser', accredited by the Superannuation Professionals Association of Australia (SPAA).
Self-Managed Superannuation Fund Videos
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