Wealth Creation and Super Services

Do you worry about your financial future, or do you have a plan in place that you are working through to ensure you have the lifestyle in retirement that you would like? Many people are in the former group, but it is never too late to put a plan in place to make your money work for your future.

Most of us know that superannuation is one of the most tax-effective savings scheme for the future, but it can often appear complex. We can assist you with options and help you to buid wealth by investing long term in a tax effective environment.

Our advisors here at DLA Partners and DLA Private Wealth can work with you to help you to achieve your financial goals. We have the expertise and accreditation to work with you to manage your finances and grow your wealth, so that you can relax knowing that you are laying the foundations for an enjoyable retirement.

Talk to us today about a free, no obligation consultation.

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Self-Managed Superannuation Funds

Do you have or would you like to set up a self-managed superannuation fund? For every step of the way, our team has the skills to help you manage your superannuation funds.

Services Include:
  • Establish a self-managed super fund (SMSF)
  • Establishment of limited recourse borrowing arrangements
  • SIS compliance including preparation of financial statements and income tax returns
  • Pension strategies, including taxation of pension and lump sum benefits
  • Advice on SIS compliance in relation to proposed investments
  • Structuring advice including fund structure and estate planning

Paul Goggins Sub-Authorised Representative No. 242242 and Michael Tobin Sub-Authorised Representative No 242329 of DLA Private Wealth Pty Ltd Corporate Authorised Representative No. 1251934 of GPS Wealth Ltd | AFSL 254 544 | Australian Credit Licence 254 544 | ABN 17 005 482 726 | www.gpswealth.com.au

General Advice Warning & Disclaimer

The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your GPS Wealth Ltd (GPS) Adviser before you make any decision regarding any products mentioned in this communication.

Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither DLA Private Wealth, GPS nor their related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.