Superannuation
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 $1.9 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.
Services Include:
- Establishment of Funds
- Administration including taxation and accounting
- Technical Advice for trustees
- Strategic advice
- Structured borrowing to acquire investments
- Investments
- Estate plannning
- Insurance
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.
