More Australians are choosing to manage their super, taking charge of their financial decisions and designing the life they want to live come retirement. Recent statistics have indicated that over one million Australians are opting to take control of their retirement savings with more than $500 billion invested in self-managed super funds (SMSFs).
The SMSF process can be complicated and Cleave Accounting works with its clients every step of the way to ensure they are adequately informed and best placed to optimise investments.
Cleave Accounting initially looks at determining whether a SMSF structure is appropriate for the individual. We partner with clients and provide customised guidance on relevant SMSF strategies including superannuation estate planning. Our advisers maintain an ongoing dialogue of superannuation trustee education to keep clients up to date with the latest industry obligations and opportunities as they are relevant to their personal strategies.
With Cleave Accounting, clients have peace of mind that they are receiving the best support and ongoing advice, creating the best platform to generate the desired income to meet aspirations, come retirement.