Superannuation

Superannuation and Self-Managed Super

Superannuation is simply a tax-efficient form of saving for retirement. For most people, the tax paid on superannuation contributions and earnings is lower than the tax paid on income.

Superannuation funds are usually not available until you retire, but you are free to control the way in which your superannuation is invested and managed. This is why it makes so much sense to seek expert advice on this large and important personal asset, the result of which can make a great deal of difference to your future prosperity.

At Pinnacle Wealth Management, we specialise in understanding and implementing superannuation strategies that can help you grow and prosper throughout your post-work years. We can guide you in a number of different superannuation structures, including:

  • Self-Managed Super Funds
  • Retail, corporate and industry Super Funds
  • WRAP platforms

 

Pinnacle Wealth Management is the trading name of Pinnacle Dealer Services and is not owned, or influenced by, any large institution or corporate agenda. Because we’re a ‘fee for service’ practice, we do not rely on commission-type revenues and base our advice solely on what’s best for you.

You can learn more about the general subject of superannuation by reading our e-books. Or if you are interested in a SMSF or currently have a SMSF, then you might be interested in the educational resources for trustees. You may also like to read our case studies (especially Example 3) for actual studies of how we have helped clients rationalise their superannuation provisions in the past.

For a no-obligation, free appraisal of your own personal situation, book an appointment today.