Within an increasingly competitive and complex financial environment, more and more people are becoming concerned about how to choose the best superannuation fund, or whether to choose a self-managed superannuation fund (SMSF).
Complete Financial Balance provides comprehensive superfund advice and management: from setting up traditional and SMSF funds, guiding the investment strategy, driving investment ideas, and working with accountants to deliver on their reporting and compliance requirements. We pride ourselves on looking after our clients’ ongoing Superannuation and SMSF needs, and are commended by our clients for our proactive approach.
Our tailored solutions range from traditional managed funds through to direct shares, ETF’s and Term Deposits
As experts in all areas of superannuation law we are able to provide pro-active advice across a range of areas that will assist you to meet your retirement goals sooner, including:
- Portfolio administration and investment allocation
- Superannuation contribution limits
- Changes to superannuation law and how they affect you
- Superannuation income streams
- Compliance and updating of nomination forms and trust deeds
- Setting up and administering self-managed superannuation funds (SMSFs)
- …and much, much more.