Home › Wealth Management › Strategic Financial Planning › Superannuation
Superannuation remains one of the most tax effective means of creating wealth for retirement.
JBWere offers you access to superannuation products that provide you with the flexibility to alter your superannuation investment strategy while adapting to your changing needs and fluctuations in market conditions.
A 'self managed' superannuation fund enables each member to be a trustee of their own fund, directly involved in the decision-making process. It also provides flexibility for effective retirement planning, estate planning and insurance strategies.
Self managed superannuation involves many complex rules and regulations. Time and expertise are required to keep up to date with legislative changes as well as manage administration and compliance requirements. By arrangement with 3rd parties, the Premium Self Managed Superannuation Service takes care of all the fund's compliance and administration for you in addition to providing tailored, specialist superannuation and investment advice.
Please send us your contact details and a Strategic Financial Planning adviser will contact you to discuss your planning requirements and objectives. Alternatively, you can contact us on 1300 366 566.
Copyright © Goldman Sachs & Partners Pty Ltd AFSL 243346 and JBWere Pty Ltd AFSL 341162
Investor Service team - Phone 1300 366 790 (Australia); 0800 555 555 (New Zealand).
Or phone (61 3) 9679 1534, fax (61 3) 9679 1369.
This website contains general securities advice. In preparing the content, JBWere has not taken into account any person's particular objectives, financial situation or needs.
Before acting on any advice you should consider whether it is appropriate for you.
