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SELF MANAGED SUPER FUND

Beyond Wealth Group, along with our valued partners will provide innovative solutions and strategies for your SMSF.

People do not understand how they can control their own retirement funds and profit from the growth of leveraging property

in their own Self Manage Super Fund. Beyond will work with our partners who are SMSF experts we at BEYOND provide

S.M.S.F compliant properties and our partners complete S.M.S.F compliance and set ups to help you build wealth, by

supercharging your retirement fund.

 

We review your current situation and assist clients to financial freedom and retirement.

Our approach is to:

  • Build and preserve your wealth

  • Protect your future

  • Set your goals

  • Present sound strategies 

How much do you require in retirement?

Everyone wants to have some idea if they are on track for a comfortable retirement, based on our discussions, we can calculate the money you need to retire and what are the influencing factors that impact what you may need to do now to get there.

How we can help.

We will work with you and our valued partners to set up your own retirement fund that you manage, and with the right assistance and planning you can see your retirement funds grow. Stop allowing an unknown entity to manage and control your retirement. Gain control and manage your own retirement funds today! Our SMSF partner is an independently-owned boutique financial planning and wealth management firm. 

 

Why not use your retirement funds for Personal residential property Investments?

Traditionally, superannuation funds are seen solely as a retirement savings vehicle. However, with strategic planning and expert guidance, you can leverage these funds to invest in a diverse range of assets, including real estate, stocks, bonds, and more. By investing through your super fund in your personal name, you can:

Maximize Tax Efficiency: Benefit from the concessional tax treatment of super funds, potentially lowering your tax liabilities and increasing your after-tax returns.

Diversify Your Portfolio: Access a broader range of investment options beyond traditional superannuation assets, enhancing portfolio diversification and risk management.

 

Accelerate Wealth Creation: Seize lucrative investment opportunities and expedite wealth accumulation with the capital growth potential of your super funds.

Secure Your Financial Future: Build a robust investment portfolio that aligns with your long-term financial objectives, ensuring a secure and comfortable retirement lifestyle

We will be there to guide you through the process and assist with any questions along the way, by controlling your super it allows you to make wise investments and grow your retirement fund for you, not some broker.

Don't delay, book in a 15 minute chat to discover your retirement possibilities

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