Strategy & Advice

Quality SMSF and Superannuation strategy advice should not be considered in isolation of a superannuation member’s personal financial goals and objectives.

Advice should be considered in context of a superannuation member’s:

• overall wealth and cashflow requirements,
• asset protection requirements, and
• estate planning and succession plans.

Furthermore, SMSF and Superannuation strategy advice should also be proactive, minimise taxation inclusive of land tax and GST where possible.

Because SMSF and Superannuation strategy advice mean different things to different people, to avoid confusion when we refer to SMSF and Superannuation strategy advice we mean advice relating to compliance with SMSF administration requirements whereas advice about contributing to, or withdrawing from, superannuation, and adivce about investment or insurance within superannuation, is provided by Humphrey Partners Private Wealth.

If you are also seeking investment and insurance advice we are able to offer this through our parent company, Humphrey Partners Private Wealth.

Considering Humphrey Super?

If you are after SMSF and Superannuation strategy advice please phone us on (07) 3164 6100 to discuss your requirements. The first 15 minutes is complimentary. In this time we would expect a potential client to determine whether they would like to make an appointment.