Insurance helps protect your family and strategy if you die, become disabled or cannot work. You can be confident that your debts are met and financial goals stay on track.
Trustees are ultimately responsible for compliance, record‑keeping, investment decisions and meeting regulatory deadlines, with penalties possible if obligations are not met. That’s why we’re here for guidance whenever you need a hand.
An SMSF can access a wider range of investments, but it must still have a documented strategy reflecting members’ objectives, risk profiles, liquidity needs and insurance considerations.
Newealth can help you decide whether an SMSF is best for you and design the investment and contribution strategy. We coordinate with your accountant, administrator and other specialists so you have a complete picture at every stage.
SMSFs can be suitable for individuals and families who value control, have sufficient balances to justify the cost and complexity, and are prepared to meet trustee responsibilities.
An SMSF is a private superannuation fund where you, as trustee or director of a corporate trustee, are responsible for managing the fund’s investments and complying with super and tax laws.
Subject to current rules, many clients use transition‑to‑retirement and flexible work patterns to phase into retirement while starting an income stream from their superannuation.
Retirement portfolios are structured to balance income needs, capital preservation and growth, often blending defensive assets for stability with growth assets to help combat inflation over time.
Depending on your circumstances, options may include account‑based pensions from super, allocated or fixed‑term annuities, investment income from non‑super portfolios and, where eligible, Age Pension support.
Newealth models your projected retirement income and capital using assumed returns, inflation and spending needs. We adjust strategies to improve the likelihood your funds last throughout retirement, giving you control over your retirement planning.
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General Advice Warning: The information contained on this web site is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.