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Superannuation

Our Superannuation Team

Self-Managed Superannuation Funds (SMSF’s)

Through Gray Perry Wealth Advisers, we can advise people who are invested or wish to invest in superannuation or want to establish a Self-Managed Super Fund (SMSF)

For those with conventional super funds we can help with advice in:

  • Comparing super funds
  • Providing super fund investment recommendations
  • Consolidating your super funds
  • Planning for retirement
  • Entering retirement
  • Establishing a death benefit nomination
  • Establishing a reversionary pension

For those who either want to explore an SMSF or have existing SMSFs we can help with advice in:

  • Evaluating the value of establishing an SMSF taking account of your circumstances
  • Establishing a SMSF
  • Preparing an investment strategy
  • Providing SMSF investment recommendations
  • Purchasing residential or commercial property (with or without loans) within your SMSF
  • Consolidating your super funds into your SMSF
  • Planning for retirement using your SMSF
  • Entering retirement using your SMSF
  • Establishing a death benefit nomination
  • Establishing a reversionary pension
  • Winding up your SMSF

Gray Perry Wealth Advisers Pty Ltd and Allan Taylor are Authorised Representatives of Lionsgate Financial Group Pty Ltd ABN 92 140 591 484 AFSL 342766