Self-Managed Super Funds

Let us help you structure your SMSF portfolio.

how we can help:

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Guidance on using a transition to retirement pension to maximise your superannuation

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What you need to do if you are facing redundancy and your best options moving forward

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Advice on wealth creation

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Determining whether your share trading activities are classified as such for tax purposes

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Advice on insurance to protect your family in the case of illness or accident

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Confirmation of the assets and income streams that will be available to your family after your death

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Guidance on beneficiary nominations

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Finding out how a testamentary trust can be beneficial for your family

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Help with home loans and business finance

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Assistance with salary sacrificing to superannuation

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Deciding whether a self-managed superannuation fund is the best option for you

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Advice on your self-managed superannuation fund and its investments

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Assistance with negative gearing

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How much superannuation you may need to live comfortably in retirement

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Guidance on beneficiary nominations

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Information on powers of attorney

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Guidance on estate planning

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Assistance with your Centrelink entitlements

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Any other retirement, superannuation or investment question

Gail Freeman & Co Pty Ltd

Authorised Lifespan Representative