Jack and Maree are in their late 60’s and had their own SMSF with a combined balance of $1 million. The funds were invested in a balanced
managed fund. They had always been told a SMSF was best for them but they didn’t understand why, and found the annual process and cost not
something they wanted to deal with.
We rolled over their superannuation funds from their SMSF to a Retail Superannuation fund with an appropriate risk profile.
We then set up the pension levels.
Jack and Maree were so relieved. It was one administration task they didn’t want to have to deal with anymore.
General advice warning: The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.
At Smart Private Wealth we're here to ensure you're well prepared to live a lifestyle you love.
Our financial advisors can help to guide you through this process and ensure peace of mind when planning for the future – regardless of what stage in your working life you’re at.