Ballarat (03) 5331 3711 Melbourne (03) 8391 3063 Locate our Offices Make Enquiry

Superannuation is the key to a secure and comfortable retirement, and when effectively managed it can become your largest income producing asset.

Are you getting the best from your superannuation?

Our Investment Advisors can help you get the most of your superannuation, helping you choose the right superannuation fund and portfolio of investments, based on your age and risk profile.

Our experienced Financial Planning team can help:

  • Identify appropriate funds
  • Advise on portfolio structure
  • Recommend appropriate salary sacrificing strategies
  • Provide tax advice on lump sum payouts

Do you want more control and flexibility?

Self-managed superannuation funds (SMSF) are a popular choice for individuals and couples looking for greater investment choice and control.

In conjunction with the PPT Accounting, we can:

  • Assess whether a self-managed fund is suitable for your circumstances
  • Establish your self-managed fund
  • Assist with appointment of trustees and inform them of their responsibilities
  • Provide ongoing support and advice in areas of taxation, compliance and reporting
  • Arrange independent audits of your self-managed superannuation funds

Would you like to make an appointment?
To discuss your requirements contact us on (03) 5331 3711 or complete our enquiry form.