A Truly Independent Financial Advisory
Superannuation Services
Superannuation is one of the most tax effective structures in which to hold assets flagged for retirement.
Advice relating to Superannuation and maximising the financial benefits for our clients has been the core of our business since its inception. If you have any concern that your existing fund may be too expensive, or if you are seeking to consolidate various superannuation accounts, we can help.
Our Superannuation services include:
- Contribution strategies
- Pension strategies
- Self-Managed Superannuation
- Superannuation consolidation
- Maximising GESB West State benefits
Richmond Private Wealth also has SMSF Specialist AdvisorsTM that have years of technical expertise in this area. We can provide bespoke investment management solutions and we can provide financial administration solutions for your SMSF if you need help.
Common Questions
We aim to help educate our clients throughout their financial journey with Richmond Wealth
When and how can I make tax deductible contributions to Superannuation and what are the current limits?
When should I start to accumulate assets outside of my family business?
Can you review this AMP Super Fund that I established when I started the business? It’s been years since I have looked at it and I’m not confident it remains an efficient fund for me?
Can the Richmond Team manage the investments we have within our SMSF?
My wife and I have multiple superannuation funds. Can you help us consolidate them to save fees?
“This is a very special group of people who care about others and have the ability and intelligence to communicate effectively within their own group, and with their clients. We like the fact that Richmond Private Wealth has an inclusive family feel, and we are sure this has helped them remain a cohesive, well informed and dynamic work force.”
P Whalley & J Banning, Perth WA
At Richmond Wealth we are committed to each and everyone of our clients in helping to secure their financial future. We are transparent, diligent and client focused in everything we do.