SMSF ADVISORY SERVICES
From extensive discussions with our clients, we believe that the following are very important issues to you
- Lifestyle and Family
- Financial Security
- Health
- Peace of Mind
At CPD Superannuation we have diverse experience and the ability to provide you and your family with easy to understand strategic advice. You can relax knowing that you have taken advantage of every opportunity to take care of your family.
Our specialist services include:
STRATEGIC ADVICE - “Planning your Future”
Strategic planning is creating a vision for the future and managing toward that expectancy. It is critical to achieving long term success. Strategic planning ensures that your short term decisions are aligned with your long term goals.
A Self-Managed Super Fund is an important element in a comprehensive life plan, however it is only one piece of this plan. Other important parts include:
- Wealth Accumulation
- Investments
- Wealth Protection
- Taxation Advice
- Retirement Planning
- Personal Succession Planning
- Estate Planning
With our expertise at CPD Superannuation and our relationships with other professional advisors, we are able to offer a comprehensive service to ensure your desired future is planned and achieved.
WEALTH PROTECTION - “Protecting your Lifestyle Today and Tomorrow”
It is important to protect you and your family from the unexpected. You have worked hard for the lifestyle that you enjoy, so if something unexpected happened you would want to know that the people you love, and the life that you have built, are financially protected.
Most of us go through life progressing comfortably towards our goals. We are happy in our lifestyle, so it is natural to assume that things will continue to go according to plan.
However unexpected events can occur. Unless you have planned ahead and taken some precautions, you and your family could be faced with serious financial strain.
Our specialist advice will help to minimise and manage the risks associated with life’s unexpected events.
ESTATE PLANNING - “Estate Planning is more than just a Will”
For peace of mind, family succession is about looking after your family during your life time and beyond. The objective of a good estate plan is to ensure that the right funds go to the right hands at the right time.
It is important that your family is looked after in the way that you desire should you not be able to do so yourself. A comprehensive Estate Plan is essential to ensure that your wishes for your family are fulfilled.
We address all of the issues that are important in your Estate Plan. We ensure that your family is looked after in the way that you desire should you not be able to do so yourself. We provide a comprehensive estate planning service in conjunction with Solicitors (who provide legal advice, and draft the necessary legal documents) and other professionals.
The critical components in an Estate Plan include, but are not limited to:
- Powers of Attorney (General and Enduring)
- Superannuation Fund Nominations (Binding or Non-Binding)
- Wills, including Testamentary Trusts where appropriate
- Advanced Health Directive