Today super is fast becoming the second largest asset owned by most Australians. With ever-changing legislation, are you making the most of current super concessions, financial services, incentives and rebates? Burrell can help, whether it be consolidating existing funds, reviewing your current super strategy, identifying the best vehicle to invest your funds, setting up an employee scheme, or establishing and advising on a full-blown SMSF.
We advise on all types of super funds: corporate (employee), industry funds, personal super and SMSFs. As a private firm, we are not aligned with product providers, so you can count on Burrell’s independent review, advice and recommendations.
To work out the best approach for you, we consider:
We encourage our clients to adopt a super structure and platform that provides transparency, flexibility and control. From our experience, the more you ‘see’ your super, track its performance and have input, the more engaged you are likely to become and the more successful your super strategy will be in giving you the retirement income you want.
Burrell helps you complete all the steps once the best fund has been determined. Then, we keep you engaged, aiming to meet with you twice each year to review your fund and asset allocation and track how your super strategy sits within your wider investment planning.