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Confused about the benefits of superannuation?

Easily solved, superannuation and pensions are simply tax effective investment structures to help fund you and your financial dependants’ retirement.

We can help assist you with your Superannuation Requirements. Regardless of whether your superannuation is held in a retail, SMSF, or industry fund we can help you with appropriate comprehensive advice to suit your lifestyle and goals.

Areas of assistance and advice provided include;

  • Consolidating your super;
  • Contributions;
  • Rollovers;
  • Accessing your super;
    • Periodic pensions;
    • Transition-To-Retirement (TTR) Pensions;
    • Compassionate grounds
  • Insurance within Superannuation;
  • Binding Death Benefit Nominations;
  • Underlying investment choice;
  • Establishment, administration & advice for a SMSF, if suitable

Why not contact us now for an obligation free discussion on how you can benefit from our services?

Self Managed Super Funds

Urquhart Sexton Financial Planning also manages and offers three investment portfolios; Conservative, Balanced and Growth.

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Separately Managed Accounts

Would you like more care taken with your investments and that they were reviewed on a more regular basis, rather than set and forget?

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Superannuation and Pensions

We can help assist you with your Superannuation Requirements with comprehensive advice to suit your lifestyle and goals.

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Term Deposits

With access to over 20 Australian Financial Institutions, all in the one place, we can recommend and securely place your Term Deposits at competitive rates.

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Weekly Portfolio Management

Investment Portfolios, within and outside superannuation, can be reviewed on a weekly basis and adapted to changing market conditions, and implemented on your behalf.

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Share Trading

We can help you buy and sell shares on both the ASX and NSXA beginning with a phone call and a simple one page application.

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