For some people, it’s feels great to have full control and flexibility with their Self Managed Super in Coffs Harbour. Simply put, a Self Managed Superannuation Fund (SMSF) is a means of saving for retirement. It enables you to control your investment strategy, reduce personal tax while obtaining tax benefits within the superannuation fund and being able to control administration costs.
Our experienced financial team will advise you on the best investments and strategies to maximise your Self Managed Super growth. Beyond that, because Superannuation law is complex, we’ll also ensure that you maintain compliance with the regulations.
Speak to us about:
• Establishment of a self-managed superannuation fund
• Completing all compliance and audit obligations
• Advice on taxation benefits
• Preparation of investment strategy
• Advice on maximising the potential of your SMSF
• Purchasing of property within SMSF
We help people from all walks of life. You may have thought you’d have enough to retire but realise you are severely short to live a great retirement. Or perhaps you’re looking to diversify and invest in property through a self-managed fund.
Whatever the situation we can help you achieve the best outcome for your money and your lifestyle. We understand everyone leads a busy life and have commitments so we aim to accommodate you to the best way we can to ensure you get the best results possible.
We recognise the issues facing a majority of Australian people when it comes to their retirement. This is why “We Don’t Have a One Size Fits All Attitude” to our service. Every person’s circumstances are different and so every person receives a tailored and customised solution to their needs.
At Coastal Advice, we’re a family-friendly approachable firm of financial advice and financial planning experts. We have a passion for helping clients navigate life’s potential financial pitfalls and instead, love seeing them reap the rewards that thorough, appropriate and smart financial advice can provide.
Coffs Coast Wealth Management Pty Limited t/a Coastal Advice ABN 82 153 980 388 is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523.
Information published on this website has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this document is General Advice and does not take into account any person’s particular investment objectives, financial situation and particular needs. Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances. Past performance of financial products is no assurance of future performance.
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