Phone: 07 3251 3201 | E-mail: admin@collinsmann.com.au

Mandatory superannuation contributions mean that all wage and salary earners make savings towards retirement. However, your Guaranteed Super Contribution may not be adequate to fund your chosen lifestyle when you retire. Retirement planning is about putting in place financial strategies that will provide adequate funding for your life at and during retirement. This may include distribution of assets to meet any income short falls utilising allowed government structures to manage tax liability, including structures or employer sponsored retirement plans that are central to managing your retirement.

Superannuation & SMSF

Whether you are starting out in the workforce, or nearing retirement, Collins Mann can craft a superannuation strategy to help that may include a Self-Managed Superannuation Fund (SMSF) option that is compatible with your overarching financial position and retirement goals.

In collaboration with our strategic legal and accounting partners, your superannuation and SMSF can deliver tax effective benefits and other retirement savings options covering a wide range of investment options.

Guiding you through the choice of retail superannuation funds versus SMSF, your Collins Mann Adviser can clarify options and help you to determine whether an SMSF is appropriate for your needs by addressing these important questions:

  • Are you willing to accept the dual responsibilities of trustee AND fund member?
  • Do you enjoy a high degree of self-determination in managing your financial affairs?
  • Do you have the time and motivation to remain up to date and respond to changing SMSF rules/regulations?

Contact our team today for a discussion about your financial needs.

Collins Mann ABN 88 098 705 152 is a Corporate Authorised Representative of Magnitude Group Pty Ltd (Authorised Representative No. 267462). Managing Director Russell Mann (Authorised Representative No. 273590) is an authorised representative of Magnitude Group Pty Ltd ABN 54 086 266 202 which is the holder of Australian Financial Services Licence No. 221557.

The information contained within this website does not consider your personal circumstances and is of a general nature only. You should not act on it without first obtaining professional financial advice specific to your circumstances. This website holds information for Australian Residents only.