In this day and age, Super and retirement planning are of utmost importance in your complete wealth plan at any age.
Our team at Kardia can provide specialised advice in order to help plan a strategy to reach your objectives in retirement. We will device specific strategies and implement timely changes to help you achieve your desired outcome.
The services included as part of our Wealth planning and superannuation are:
- Identification of your current position including Investments and insurances
- Understanding of your retirement objectives
- Preparation of Investment plan
- Implementation of Investment plan
- Annual review of your investment strategy
- Establishment of Self Managed Superannuation Funds (SMSF)
- Assistance with Borrowings with your SMSF and establishment of Borrowing structure through limited Recourse borrowings
- Preparation of SMSF accounts, income Tax Returns
- SMSF auditing
- General administration services, trustee annual reporting, pension documentation
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