Personal Superannuation
Comprehensive superannuation planning for all employed and self employed individuals. We ensure the correct use of suitable and industry leading public offer superannuation funds, (for example MLC, ING and Colonial First State products) advise on the use of Industry and Local Government Superannuation Funds and provide recommendations for the use of more flexible accounts such as Master Trusts. All associated tax planning and related strategies are considered to ensure the best outcome for all superannuation clients.
Self-Managed Superannuation Funds
Custom Wealth will co-ordinate the establishment of your Self Managed Superannuation Fund including the important peripherals of investment, taxation and insurance strategy that must be considered by owners of Self Managed Funds. On-going financial planning, maintenence of investment portfolios and internal insurances will be discussed and adjusted by your personal advisor. Specialist strategies including gearing and derivatives can also be explored. Custom Wealth Solutions will also arrange for your yearly tax returns and auditing via our accountancy channel.
Corporate Superannuation Funds
Establishment, management and administrative support for small and medium business owners requiring Superannuation solutions for their staff. Custom Wealth Solutions also offers advanced strategies and superannuation project management for large corporations. Whether your business has staff of 5 or 500+, we can help you achieve a streamlined superannuation solution that will save you time and money, and ultimately provide your employees with a secure vehicle for their funds. Custom Wealth will explore automatic insurance acceptance levels, custom planning and specialist investment advice for all members of the fund to ensure peace of mind to the employer.
Allocated Pensions and Non-Commutable Allocated Pensions
Allow our professional and experienced advisors to establish your allocated pension with you and your lifestyle in mind. Careful consideration is undertaken when investing in a new allocated pension to ensure preservation of capital, flexible and advanced choice of investments, and appropriate taxation planning. Comprehensive planning and establishment of your allocated pension with Custom Wealth Solutions will ensure that your interests, along with your income, is preserved now and into the future.
