Self Managed Superannuation
Self Managed Super Funds (SMSF) are the fastest growing segment in the superannuation industry. More and more investors want to take greater control of their retirement savings and prefer the greater flexibility offered regarding investment options. SMSF’s allow investors to own direct assets such as shares and property and borrow money to invest under certain circumstances.

We can assist you with strategies to access your superannuation in retirement and maximise wealth due to our extensive experience in structuring direct investments.

As a trustee of a SMSF you are faced with many requirements to ensure your fund is compliant with both regulatory and taxation legislation.

SMSF’s need to prepare financial statements, tax return and be audited yearly. Our associated accounting practice provides a full service offering.

Corporate Superannuation

Every business that has employees needs to have a company default superannuation fund, this is more commonly known as Corporate Superannuation.

Failing to meet your obligations as an employer can be costly to your business. Greenfield Private Wealth can help you meet your obligations and provide best advice to your employees ensuring that they are receiving a solution which is specific to their needs. We use independent research to review the fund annually allowing us to determine whether your current fund is performing the way you expect.

Many Corporate Superannuation plans have an adviser, however, it is common that the members of the fund haven’t heard from the adviser in a long time and that the advice is limited to the fund itself. Your employees typically find this type of service uninspiring. As your advisor, we work closely with your employees so they can make informed decisions about their investment and insurance options. Greenfield Private Wealth provides a full financial service offering and can also provide your employees a solution regarding finance, property, legal and tax advice.

Personal Superannuation

Superannuation remains a mystery to many and there remains a surprising level of confusion and apathy, especially amongst younger workers for whom retirement may be many years away.

Whilst you may not be able to typically access your superannuation benefits until you reach retirement, it is real money and it is your money. Taking some simple steps now can dramatically increase your standard of living in retirement.