Self Mananged Super Funds
A self–managed super fund (SMSF) is a private super fund that you manage yourself. SMSFs are different to industry and retail super funds. When you manage your own super, you put the money you would normally put in a retail or industry super fund into your own SMSF. You choose the investments and the insurance.
Investments Including Direct Shares
We will recommend a strategy that fits your financial goals, risk profile, time frame, and financial situation.
Superannuation
Super is a way of saving for retirement. Your employer must pay a percentage of your earnings into your super account, and your super fund invests the money until you retire.
There are lots of different super funds out there, and different types of accounts. Find out how to compare super funds, find your lost super, and consolidate funds into one.
Pre-retirement
You may benefit from combining a mix of income options when you retire.
It is paramount to discuss your options prior to your retirement to maximise the longevity of your financial future.
We specialise in retirement solutions, make a time to speak with us today.
Retirement
During your retirement it is crucial that your portfolio is secure and performing to your goals.
We can continually tailor your superannuation funds to your risk profile and future expectations.
Centrelink
It can become confusing and worrying when there are changes to income and means tests or any regulations/legislation that could impact your income stream.
We keep updated of changes you may be eligible for or that impact your financial portfolio, leaving you time to do the things you would much rather be doing.
Estate Planning
Making a plan to set out what will happen to your assets upon your death is crucial. This process is known as estate planning.
Estate planning involves developing a strategy to deal with your assets and investments when you pass away. Its aim is to provide peace of mind for you and your loved ones when you die, ensuring that your assets are passed on to your beneficiaries in the most simple and effective way.
Savings and Wealth Creation
We will help you create and build a personal plan with the goal of financial freedom. With informed and rational financial decisions we will work with you to achieve your future financial goals.
Bruno Festa Retirement Solutions
PO Box 8132
Bargara Qld 4670
ph:1300 858 306
email: admin@brunofesta.com.au