We provide expert advice and help you choose the most appropriate superannuation option for your individual needs. Whether you are established 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 / Income Streams
Pre-tax funds, including Super SA – (Triple S, Pension and Lump Sum Schemes)
Public Sector Schemes (PSS and CSS Super)
Self-Managed Super Funds (SMSF)
- Establishment
- Investment strategies
- Limited recourse borrowing arrangements (LRBA)
- Wind up advice
Industry funds
Retail funds
Wrap platforms
Defined Benefit Pensions
Corporate super
Related post: SMSF vs Super Wrap Platform
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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.