Personal superannuation
Personal superannuation may be appropriate for the self-employed with limited superannuation savings and employees who wish to have greater control over their superannuation and wish to exercise their superannuation choice.
We are well placed to advise such individuals on their superannuation arrangements and to give sound and effective ongoing investment advice in respect of the superannuation portfolios together with any personal non-superannuation investments.
Through our investment advice and administration services and our secure 24/7 online access for clients, we are able to provide clients with up to date individual and consolidated investment performance reports for their investments whether they be superannuation or non-superannuation investments.