Superannuation Financial Planning
At HTG Partners we provide the assistance you need to set goals and design investment plans that meet your retirement objectives.
Your own SMSF represents a significant part of your retirement savings plan. It is important you maximise its savings and earnings potential so as it works hard for you in the intervening years up to your retirement.
We work with Simon Everett, Director of Elysian Wealth Services to provide superannuation financial planning in the following areas:
- The establishment of your self-managed superannuation fund (SMSF);
- The amount and type of contributions to your SMSF;
- Recommendation on roll-overs into SMSF;
- Advising on investment strategies and opening of bank accounts; and
- Attending to all year-end compliance matters for your SMSF.
Let us help you achieve your financial and retirement goals.
Would you like to talk more about SMSF's?
Member of the Certified Practicing Accountants of Australia (CPA)
Registered Superannuation Auditor
Registered Tax Agent
Bachelor of Business (Accounting)
Bachelor of Science (Physics)