Taking control of your investments and superannuation can help to reach your retirement goals. IPG leverages SMSFs to maximise the tax benefits and yields.
For many Australians, SMSFs is a vehicle of choice to plan and save for their retirement. SMSFs provide greater avenues to control your own investment strategy to best suit your retirement goals.
When selecting a SMSF, immediate and future tax benefits come into play, as with administrative costs.
Learn more about SMSFs from the ATO.
When setting up a SMSF, IPG Advisors can assist with the entire establishment process as well as manage all compliance matters.
IPG offers the following services for SMSFs:
Please note that IPG Advisors does not hold a financial services license, and therefore can not specifically advise on financial products, or whether a Self-Managed Superannuation Fund is right for you. If you would like to speak to a licensed financial advisor, please contact us and we can assist with a referral.
Schedule a no obligation, no cost initial meeting to see how we can help you reach your financial goals.