Superannuation & SMSF.

Superannuation is the fund for your future lifestyle.

At the core of nearly everyone's retirement savings is superannuation and SMSF.

Many changes have been made to the superannuation and SMSF rules over the years. The rules are complex and future changes are inevitable.

The average person may lack the expertise to get the most out of their super fund. This is where WealthStream Financial adds real value. Our knowledge and experience enables us to provide the smart super advice that’s right for you. The decisions you make or put off today have a real impact on your future lifestyle.

Ask yourself about your superannuation needs…

We can help with setting up and managing your superannuation or SMSF

Superannuation Setup

We can assist and help with the set up and management of your Superannuation or Self-Managed Super Fund.

Maximising Super growth & returns

We will monitor your Super investments and review the asset allocations on an ongoing basis to ensure your funds grow in line with your needs and risk comfort levels.

Drawing down

When the time comes to start drawing down on your Super, we will advise you the most efficient way to cover your living expenses while maximising the longevity of your Super funds.

Self Managed Super Funds (SMSF)

As super balances grow throughout your working life, you may want more say in how your money is managed. The opportunity exists to manage your own super with a SMSF.

There are many reasons to choose a SMSF. The most obvious is flexibility and control over your investments. But there are also many other benefits that cannot be achieved with standard super funds. Strategies can be employed to ensure that your fund is a multi-generational fund, passing from generation to generation. Tax benefits can be obtained through smart financial strategies.

With control however, comes great responsibility. With a SMSF you become trustee for the Fund, from this point of view having a SMSF can seem daunting.

SMSF’s are a specialised area requiring specialised advice. Our SMSF clients are able to relax knowing that the day to day operations and compliance of their fund is being looked after. Our highly trained and experienced advisers can provide the skills required to get the most from your SMSF.