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.

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Montara Wealth Suite 1, Level 6, 309 George Street, Sydney

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