At XO, we can provide you expert advice on selecting the most appropriate Australian superannuation fund.

Superannuation fund (SMSF)

Current Australian legislation provides flexibility for individuals to choose the right path to retirement, thus making superannuation a critical decision in any financial plan.

At XO, we can provide you expert advice on selecting the most appropriate Australian superannuation fund based on independent research and extensive knowledge of the current superannuation landscape.  We are constantly updating our knowledge in line with the ever changing superannuation legislation and environment.

As part of your superannuation strategy we will consider adequacy of capital, taxation opportunities, investment strategy, and superannuation product choice.

Why SMSF?

Are you thinking about setting up your own Self Managed Superannuation Fund (SMSF)?

Did you known in Australia, there are over 1 million people who have made that very decision and establish their own Self

Managed Superannuation fund (SMSF) with a combined asset value in excess of $550 billion.

Why do Australians make this decision? The numerous reasons why, but for most control is the number one reason:

  • control over investment decisions;
  • control over asset allocation;
  • control over fees and
  • control over assets

Self-Managed Super Fund (SMSF) Advisory Services

SMSF services we can offer to our clients are:

  • SMSF Establishment
  • Superannuation consolidation
  • Insurance inside your SMSF
  • SMSF Financial & Investment advice
  • SMSF property purchase facilitation
  • Fixed price administration, compliance, tax and audit service

 

Want to know more?

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Reasons people choose us

AUSTRALIA OFFICES:
Adelaide | Brisbane | Melbourne | Melton | Perth | Shepparton | Sydney | Weribee
NEW ZEALAND OFFICES:
Auckland | Pukekohe
1 800 106 141