Helping people just like you get more from their retirement
Since 2001, FMA Wealth has helped our clients understand and get the most out of the ever-changing superannuation regulations so they can be more prepared for their retirement.Superannuation is a major wealth accumulation vehicle available for individuals to build wealth in a tax effective environment. FMA Wealth specialises in the areas of superannuation and SMSFs. We can help you navigate the complexities of protecting, managing, and growing your super both in the accumulation and in the retirement stages.
On the right track with expert advice
Superannuation can simply be described as a tax effective and consistent way of saving for our retirement.
Superannuation will perhaps be your biggest financial asset for retirement, and often the biggest source of income to you in retirement. That is why it is so important you get expert superannuation advice to help you invest sensibly and progressively within the superannuation framework.
Self-Managed Superannuation Funds (SMSF)
A Self-Managed Superannuation Fund, or SMSF, is a private superannuation fund. SMSF’s are regulated by the ATO but are different to other super funds in that:
- Unlike other funds, the members of an SMSF are also trustees of the fund
- Trustees manage the fund, decide on investments and the strategy, and set goals.
FMA Wealth is a specialist in the area of Self-Managed Superannuation Funds. If you’re interested in setting up an SMSF, or have an existing SMSF, FMA Wealth can provide the advice that you will need in this important specialised area of wealth management.
Ready to start with us?
The FMA Wealth team is ready to give you the right superannuation fund advice and help you put a tailored plan into place for your future activities and investments.