Strategic Wealth Planning Shepparton Victoria

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Wealth Accumulation

Planning for your future.

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Protecting your wealth

Planning for the unexpected

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Planning your Retirement

Time to do the things you want

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Aged Care

Understanding your options

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Self Managed Superannuation Funds

If you are looking for more control over your superannuation savings then a self managed superannuation fund may be for you.

Running your own self managed superannuation fund carries with it various roles and responsibilities. We are able to outline these to you and help arrange the relevant documentation to establish the fund. We also have the experience and expertise to provide ongoing assistance to you to help manage the fund and ensure you comply with the relevant rules.

To establish a self managed superannution fund you will need to take on the roles of both a Trustee and member of the fund.

 

Call Strategic Wealth Planning on (03) 5821 2905 to ensure you get the most from your Superannuation

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Strategic Wealth Planning Pty Ltd is an Authorised Representative of Lonsdale Financial Group Limited, AFSL 246934.

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