Brennan Sloan provides high level strategic superannuation advice. In terms of Superannuation Funds we develop strategies that will result in optimal achievement of a client's long term financial desires.
With lump sums and pensions (limited to a $1.6 million transfer cap) tax free post age 60, it is easier to achieve a client's retirement goals using a Superannuation Fund than it is using a family trust, company of any other structure.
A Self-Managed Superannuation Fund can be strategically superior to any other superannuation fund due to the range of options and control afforded to trustees of the fund and their advisers.
- Establishment of Funds
- Administration including taxation and accounting
- Technical Advice for trustees
- Strategic advice
- Structured borrowing to acquire investments
- Estate plannning
Clients of Brennan Sloan have the ability to check the current value of their Self-Managed Superannuation Funds by logging into our secure portal. Our administration software receives live data feeds from banks, stock brokers, fund managers and the ASX.