We provide expert advice and help you choose the most appropriate superannuation option for your individual needs. We believe that retirement should be a time to sit back and enjoy the life you have worked so hard for; not to worry whether your money will last as long as it needs to.
Whether you are starting out in your career, transitioning to retirement or already retired, we will help you develop a strategy that suits your circumstances and maximises the benefits available to you.
Our recommendations are based on our extensive knowledge of superannuation regulations and a firm foundation of quality research. The licence we operate under is not owned by a bank which enables us to offer a wide range of super products and investment options.
We specialise in direct investments such as shares, Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs) inside of superannuation which provide investors with greater diversification and control over their nest egg.
Our Superannuation Services
Superannuation Fund Consolidation
Account Based Pensions
Self-Managed Super Funds (SMSF)
- Investment strategies
- Limited recourse borrowing
- Wind up advice
Pre-Tax Funds, including Super SA – (Triple S, Pension and Lump Sum Schemes)
Defined Benefit Pensions
Public Sector Schemes (PSS and CSS Super)
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SMSF INVESTMENT STRATEGY
The following short video explains the importance of a Self-Managed Super Fund investment strategy and how it must be regularly reviewed to comply with super regulations.
Please note that the above video is created by a third party and is made available to our clients and guests as an educational guide only. The video does not constitute personal advice from Precision Wealth Advisers in any way.