Managing your super
The team at Taggart & Partners are experts at superannuation.
For most people their super fund is one of their biggest long-term investments so it makes complete sense to get the advice of an expert. We can take the stress out of deciding which super fund is going to work most effectively for your personal circumstances including helping you determine if a Self Managed Super Fund (SMSF) might be right for you.
The Taggart & Partners team can help with all aspects of superannuation including:
- Establishing a Self Managed Superannuation Funds (SMSF)
- Allocated pension funds incorporating retirement planning
- Fund administration
- Audits of superannuation funds
- Monitoring of legislative changes and issues
Let the team at Taggart & Partners take the hard work out of establishing your future retirement goals and implementing tax effective strategies to achieve them.
SMSFs are an increasingly popular option for many people as they allow you to:
- Have complete control over your retirement portfolio
- Have increased investment choice and flexibility
- Potentially reduce administration fees
- Purchase an investment property leveraging your super fund
- Manage or eliminate Capital Gains Tax
- Pool your superannuation assets with a partner or family
- Control who benefits from your estate
Talk to us today to start the ball rolling on developing an investment strategy to give you the retirement you deserve.