Superannuation/Public sector (incl defined benefits) + SMSF 

Superannuation

Whether you have a MySuper, Industry, Retail , Corporate fund in accumulation or pension phase we can help determine if it is right for you.

As an effective tax structure superannuation should form an integral component to your longer term wealth creation plans. 

Public Sector and Defined Benefit Funds

There are many complexities to the governments accumulation and defined benefit plans.

We can help navigate and educate whichever scheme your in and outcome your after. We have experience in dealing with;

• Commonwealth Superannuation Scheme (CSS) 

• Public Sector Superannuation Scheme (PSS) 

• Public Sector Superannuation Accumulation Plan (PSSap) 

• Defence Force Retirement & Death Benefits Scheme (DFRDB) 

• Military Super

SMSF

As an SMSF specialist I can help ensure your SMSF is functioning at its optimal speed in accumulation or pension phase.

If you have been recommended to establish a fund by a trusted professional, we can establish the fund to achieve the investment and retirement objective you desire. 

Our principal is currently on the ACT SMSF chapter committee which meets regularly to share our collective knowledge and experience and continue to learn from other SMSF members and Specialists. 

The topics covered are highly relevant today which means my advice is always up to date.

As a member for the SMSF association I stand by their principles.

The SMSF Association is the independent, professional body representing Australia’s self-managed super fund sector.  

With over 1.1 million Australians now self-managing their super, the SMSF Association’s mandate is an important one – to lead the professionalism, integrity and sustainability of the SMSF sector.

The Association’s core focus is to raise the standard of advice provided by all SMSF professionals and enable trustees to become better educated and make informed decisions for their future retirement. As the peak body representing the SMSF sector, the Association has the vital role of continually improving the quality of advisors, the knowledge of trustees and the credibility and health of a vibrant SMSF community.

Contact Phillips Wealth Partners to discuss your Superannuation and SMSF strategies.