Let us handle all the boring stuff, so you can enjoy all the fun stuff!
The team at ZJL Partners are superannuation experts.
We can assist in establishing a superannuation fund that will effectively enable you to reach your financial retirement goals.
Self Managed Superannuation Funds (SMSF)
Superannuation law is a delicate area and personalised planning is required for each individual.
Let’s face it none of us are getting any younger and how we manage our superannuation is relevant to all of us.
Superannuation options now come from a variety of providers and as an individual you can choose between a retail or industry provider, or alternatively establish your own Self Managed Superannuation Fund (SMSF).
A SMSF will allow you to:
- Have complete control over your retirement portfolio
- Have increased investment choice and flexibility
- Purchase an investment property with your superannuation monies
- Investments can possibly be Capital Gains Tax Free
- Share superannuation investments with family members or friends
As your SMSF specialists we can:
- Set up your SMSF
- Manage all legal, insurance and ATO paperwork
- Complete your legally required annual audits in house
- Advise you on current tax benefits and strategies along with SMSF updates
In a nutshell, we do the boring stuff so you can enjoy the fun stuff! We’ll help you create an investment portfolio that will provide you with the retirement you deserve.
Start your rewarding SMSF today!
.. and be sure to check out our free Superannuation resources.