Services

SMSF

A Self Managed Super Fund (SMSF) is a type of superannuation fund which allows members to have greater control of their retirement savings than other types of superannuation funds – such as Industry Funds or Retail Funds.

Advantages of SMSFs include the following:
  • Actively manage your retirement savings
  • Access to a greater range of investment options including direct property and direct shares
  • Option to fund personal insurance via superannuation funds in the SMSF
  • Flexibility to tailor the fund according to your own circumstances during all stages of life
  • Ability to time the purchase and disposal of your assets to minimise capital gains tax liabilities

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Wealth Edge Financial Services

Wealth Edge Financial Services provides specialist financial advice in areas that include superannuation, investment, retirement planning and insurance to personal and business clients. The expertise and strategies we use are invaluable in assisting you to move from where you are today

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