Financial Advice

Wealth Creation

Retirement Planning

Superannuation 

Self Managed Superannuation

Estate Planning

Personal Insurance

Home and Investment Lending 

Superannuation

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:
  • Finding a super fund that suits your needs
  • Consolidating your super funds into one to potentially save fees
  • Implementing and managing tailored investment portfolio solutions for your super fund including direct shares and wholesale investments
  • Putting in place super strategies to boost your super balance
  • Structuring your super to so your beneficiaries are taken care of
  • Providing guidance on self-managed super funds

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:
  • Determining the appropriateness of a SMSF for your circumstances
  • Developing an investment strategy for your fund
  • Holding insurances within a SMSF
  • Owning direct shares, property and other investments within your SMSF

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. 
​

Self-Managed Superannuation Fund Videos


​TW Financial Advice Services Pty Ltd t/as Tilea Wealth Financial Services is an Authorised Representative of 
TW Licensee Services Pty Ltd ABN 28 649 285 469 AFSL 532286