We have been dealing with Integrated Wealth Solutions for a number of years regarding superannuation. More recently, we have sought advice regarding other investments. Integrated Wealth Solutions prepared plans tailored to our needs and we have always felt confident in their ability and expertise in managing our ongoing affairs. All staff are helpful and we would have no hesitation in referringIntegrated Wealth Solutions to family and friends.
Maximise Your Super
Superannuation is one of the most significant assets you will own in your lifetime. As most people’s sole retirement fund, it’s important to make sure your super is working as hard as it can so you can live comfortably when it comes time to retire.
We have extensive knowledge in the following areas:
- Superannuation consolidation;
- Super rollover to pension phase;
- Recovering lost super;
- Salary sacrificing into super;
- Accessing your super;
- Insurances held within super.
We have a deep, detailed understanding of the superannuation system and can help you to structure your retirement savings to best take advantage of the legislative framework and market opportunities to grow your Super. We can also help you with your Self-Managed Super Fund.
We can help you to maximise your superannuation through a program of investment tailored to your individual circumstances. We can help you to minimise your Capital Gains Tax liabilities when it comes time to roll your super into pension phase.
What Tax-effective Incentives Are There?
Additional spouse contributions
Access your super while still working
Small business capital gains tax (CGT) concessions
Roll your super over into an allocated pension when you retire
Pension payments and withdrawals over 60