Story Wealth Management are a boutique firm, with an award winning team of highly-skilled financial planners, and a close-knit support team based in Hawthorn. We are united in our concern for our clients’ financial wellbeing, and a desire to help them create the life they want.
Whilst often complex, with changing legislation a given, superannuation continues to be the Government’s preferred method for Australian’s to save for retirement. We can assist clients develop innovative strategies to build wealth whilst taking advantage of substantial tax concessions.
As part of your overall Financial Strategy, your personal adviser can help you develop strategies encompassing:
A detailed review of your existing arrangements
Implementation of the most tax-effective contribution strategies, including the structuring of business contributions and management of the contribution limits.
Tax-intelligent investments
Private pension strategies to generate tax-effective or tax-free income streams
Asset protection options
Personal tax-effective insurance strategies
Establishing beneficiaries
Your superannuation strategies must always be reviewed in conjunction with your overall wealth management objectives and planning. The rules can be complex and penalties can be harsh. In addition, legislation is often changing and funds are preserved until you retire. So understanding the disadvantages of any particular strategy is as important as the advantages.
However, the significant advantages of a properly constructed superannuation strategy can be compelling. We strongly suggest you consult our experienced, professional advisers for personal advice in regard to these matters.
