Determining the Right Super Option For Your Family
Finding the best superannuation strategy for you and your family begins with speaking to a qualified and experienced consultant about your savings, your current and planned lifestyle, and your risk tolerance. From there, we’ll be able to guide you through your investment and planning options to deliver the best possible result.
Whether you’ve just checked your super to discover it’s not what you thought it was, you’d like to reassess your retirement planning, or you’re highly financially literate and want to discuss the requirements and potential pros and cons of self-managing your super, Financial Lifestyle Solutions SA is the team to trust.
Is Self-Managed Super For Me?
Self-managed super funds are rising in popularity, but they are best suited to certain situations. Not everyone would be better off with a self-managed super fund, and there can be significant time, effort and financial costs associated with managing your own super. What’s more, there’s little in the way of safety net if something doesn’t go to plan. For these reasons, self-managed funds are usually considered only by individuals or families with considerable super savings who have an intimate understanding of superannuation law and regulation.
The Financial Lifestyle Solutions SA Difference
At Financial Lifestyle Solutions SA, we understand that as a trustee or director, the sole responsibility of your fund rests with you. By providing you with the right advice to get started and manage your superannuation, we’ll simply guide you in the right direction and keep you on track for the retirement you deserve.
Self-managed or not, a sound superannuation strategy is paramount for a comfortable and enjoyable retirement. And with many years of experience in working with individual clients across our wealth creation services, our team is well placed to confidently and accurately assess your unique situation and determine the best pathway forward.