Superannuation

Finnia Wealth specialises in the setup and management of corporate super plans for businesses.

Offering corporate super can offer your organisation a competitive edge when acquiring the best talent within your industry. Offering appealing employee benefits can be a great tool for attracting high-quality employees.

Depending on the size of your business, a corporate super fund may have benefits in relation to lower fees than what may be attainable for personal super funds. Lower fees can lead to higher balances and projected growth in the long run.

TPD insurance and income protection can be added benefits included with some super funds, a benefit typically offered to the employee for the duration of their employment.

Set up and Management

Finnia Wealth Management can assist your organisation with the establishment and management of your Corporate Super Agreements to provide the best arrangements for you and your employees.

Our specialists can help you navigate:

Compliance with ‘MySuper’, SuperStream the Superannuation Guarantee and Choice of Fund legislation
Employee benefit programs
Insurance options tailored for your employees
Investment choice flexibility
Simplified administration for payroll
Transparent fees for members

We aim to turn your super obligations into recognisable employee benefits. Our goal is to save you time and money by developing the right Corporate Super Agreement for your organisation’s needs.

Book a Complimentary Discovery Session

Superannuation
Advice

For a large number of Australians, the performance of their superannuation is an extremely important aspect of their retirement plan. At Finnia Wealth we will review all of your superannuation arrangements to check if they will ultimately satisfy your retirement goals.

The following areas of your superannuation will be assessed:

Are you on track to retire with enough money to fund your desired lifestyle – for your entire retirement?
Is your superannuation fund performing to expectations?
Is the asset allocation appropriate?
Should you make contributions for your spouse?
Are there other tax-effective strategies you should be using?

Our goal is to ensure you are going to be able to retire in a financial position that is going to be able to support the retirement lifestyle you wish to enjoy

SMSF
Services

A Self Managed Super Fund (SMSF) is a superannuation trust structure that provides benefits directly to its members upon retirement. Utilising a Self Managed Super Fund can allow for a greater variety of investment and strategy options such as direct property or private unlisted investments and can also be utilised to work as a family super fund.

Finnia Wealth Management can help you to understand the responsibilities, regulatory requirements and risks of running an SMSF. We can then put you in touch with one of our panel of accountants in order to establish your fund. Our ultimate goal is to ensure you have the most effective strategy for your retirement benefits. Our specialists will research and provide detailed suitability analysis and provide comprehensive ongoing compliance & management services.