Superannuation & SMSF

Superannuation

A practical superannuation investment strategy is essential to overall wealth creation and remains the most tax-effective structure available to fund your retirement income. Trinity Advice understands the complexities and nuances of pension contributions and can help determine how much income it will require to support your retirement lifestyle.

At Trinity Advice, we can assist you in selecting the best pension plan for you and recommend the pre-tax and after-tax contributions you should make. Many factors are taken into consideration, including:

Investment flexibility
Fees
Taxation management
Considerations for a retirement income stream
Estate planning considerations
Online reporting

Self Managed Superannuation Funds (SMSF)

Self-managed superannuation funds (SMSF) are for investors seeking greater independence and flexibility in managing their super fund.

Trinity Advice’s team are qualified SMSF specialists who can help determine if this superannuation structure will best suit your needs. Like other superannuation funds, SMSFs are subject to stringent rules and are regulated by the Australian Taxation Office. And while they offer greater flexibility, choice and control, they are more complex and require careful management to ensure compliance.

Trinity Advice has the expertise to implement and manage all aspects of an SMSF on an ongoing basis. With our expertise, we at Trinity Advice can walk you through the process and guide you through the intricate maze of rules and adherence to gain significant benefits.