Superannuation

Superannuation is one of your most crucial assets – one that plays a central role in enabling you to enjoy a secure retirement that maintains your desired lifestyle. Building that dream retirement begins right now. Kingston Private Wealth is your proven partner in maximising your superannuation to achieve your desired future income levels.

We take a 360° view of your superannuation, which means we look at every aspect of your super plus all related factors like your personal risk tolerance, investments and regular income requirements. This way you can work your superannuation according to a clear financial road map that leads to the retirement you want.

Likely you have heard of a Self-Management Superannuation Fund (SMSF). Many sing the praises of an SMSF. After all, this superannuation solution gives you greater control, access to more assets and investment options plus enhanced flexibility. But running an SMSF can be complex and it is not a one-size-fits-all solution. Kingston Private Wealth helps you pinpoint whether you and an SMSF are a good fit. We also help you in managing and administering your SMSF to keep you on the road to your desired retirement.

Managing Your Own Self-Managed Super Fund (SMSF)

Self-Managed Super Funds (SMSFs) empower members to take control of their retirement savings, but with this control comes the responsibility of ensuring compliance with tax, audit, and financial reporting regulations. Given the complexities involved, having a dedicated SMSF accountant is crucial.

Why Choose to Manage Your Own Super Fund?

While managing your own superannuation can be rewarding, it requires thorough research and a significant time investment. However, the benefits for SMSF members can be substantial, including:

  • Greater control over investment choices

  • Potential tax advantages

  • Tailored retirement strategies

It’s important to recognize that while a self-managed super fund offers appealing benefits, it can also be challenging to navigate. Partnering with a qualified SMSF accountant can help you maximize your fund's potential and ensure compliance with all regulatory requirements.

Let us guide you on your SMSF journey for a secure financial future.