360 Superannuation
How important is superannuation? We have a specialist team - that is how important we view superannuation. We are very active in the superannuation area and have sound technical knowledge of all aspects of superannuation law and practice.
We have been active in forming self-managed superannuation funds since 1978 and many of those first clients are still with us today because we have remained abreast of the changes and delivered very substantial financial benefits to them.
The latest opportunities in superannuation, the Government Co-Contribution and borrowing within superannuation are a particular focus at 360 Financial Vision. Need advice or want to ensure you are getting the most from your superannuation? - speak to the superannuation team at 360 Financial Vision.
Why choose 360 Superannuation?
With more than 30 years experience we have a proven track record of forming and successfully administering self-managed superannuation funds.
Our clients can choose to fully manage their own investment portfolio or engage 360 Financial Planning to assist with the investment management of their superannuation fund. We understand some clients already have a relationship with an existing broker or adviser and we will work with them to assist in the administration and management of their superannuation fund.
Superannuation has two phases, the accumulation/growth phase and the pension phase. We work in both areas and can provide a smooth transition from accumulation to pension phase.
We are up to date with all the latest superannuation strategies and can tailor these to best suit individual client needs. Care to find out how? Call the team at 360 Superannuation today.
360 Superannuation Services:
For Self-Managed Super Funds:
Establishment structure
Administration
Financial statements and Regulatory returns
Audit
Advice in connection with activities including
- compliance matters
- investment strategy & restrictions
- taxation planning
- pension options
- borrowings
For Employers:
Advice regarding
- Super choice for employees
- Superannuation Guarantee Contributions
- Setup of employer superannuation plans
- Salary Sacrifice
For Employees:
Advice regarding
- Super choice
- Government Co-Contributions
- Salary Sacrifice
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