what we do

Superannuation strategies – including Self-Managed Super Funds (SMSF)



Most Australians have a limited understanding of how their superannuation works, let alone knowledge of the investment performance and ongoing fees they are paying.

Superannuation can often make up a significant percentage of an individual’s overall worth, so it makes sense to take a proactive approach to managing this element of their investment strategy.

Proactive management includes reviewing cost structures and implementing an investment approach, even potentially utilising more flexible structures such as a Self-Managed Super Funds (SMSF) to provide greater investment flexibility. SMSFs can invest into assets such as direct property, which may suit some clients’ strategy. Much like investments held outside super, developing a long-term investment strategy within super can be life changing.

How we work with you

View our process

Suite 1, Level 6/309-315 George St, Sydney NSW 2000, Australia
and 5A/193 Darling St, Balmain NSW 2041, Australia

© 2018 ABN 14 625 010 344  All rights reserved | Privacy policy | Advisor Profiles: David Hancock

Google Review

Google Rating
5.0