Superannuation is an essential element of retirement planning and effective management of it can lead to a comfortable and secure retirement.
At our firm, we believe in maximising the potential of your superannuation, making it your largest income-producing asset.
Choosing the right approach
Our Investment Advisors are experienced in helping clients choose the right superannuation fund and portfolio of investments, based on their age and risk profile. We can assist in identifying appropriate funds, advising on portfolio structure, recommending appropriate salary sacrificing strategies and providing tax advice on lump sum payouts.
Gain more control and flexibility
For those seeking more control and flexibility, self-managed superannuation funds (SMSFs) may be an attractive option.
Our experienced Financial Planning team, in conjunction with the PPT Accounting team, can assess whether a self-managed fund is suitable for your circumstances, establish your self-managed fund, assist with the appointment of trustees and inform them of their responsibilities and provide ongoing support and advice in areas of taxation, compliance and reporting. We can also arrange independent audits of your self-managed superannuation funds.
Get the Right Advice
Discuss your superannuation needs with our experienced super specialists. Call (03) 5331 3711 or submit an online enquiry today.
PPT Financial Pty Ltd ABN 64 050 243 073
Australian Financial Services Licence No 252992
Director Representatives: Cameron R Moore, Peter J O’Connell, Tim R Hovey, Brent P Olszewski. Representative: Zoe E. Bandy.