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Superannuation

Self Managed Super Funds

Self managed super funds offer the greatest flexibility when it comes to your superannuation. There are a few prerequisites for starting a SMSF and even more requirements to main one. The Virtual Financial team is able to assist you with every part of setting up and managing your SMSF.

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Retail and Industry Super

Most people have their super in a retail or industry super fund because of their ease and security, this means that most people never look at their super. We can help you make sure that you are getting the best out of your retail or industry super. This includes helping you locate missing super, reducing fees and maximising returns.

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financial planning
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Our financial planning services can help you develop a strategy to increase your investments, reduce your debts and plan for your retirement.

Superannuation
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We help our clients understand what super strategy is best for them. This includes maximising your retail super or setting up & managing your self managed super fund.

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Wealth Protection
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Is your wealth protected from unexpected circumstances? We ensure your have all the required insurances to protect you from sickness, trauma and death.

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How to transition to retirement

If you want to ease into retirement by reducing your hours and working part-time, you can maintain your lifestyle by using some of your super to top up your income through a Transition to Retirement Pension (TRP). The key benefit of the strategy is to draw income from the TRP to replace the employment income.

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Adem Becirevic Authorised Representative No. 244661 | Virtual Financial Group Pty Ltd | Corporate Authorised Representative No. 363528 | Shartru Wealth Management Pty Ltd | AFSL 422409 | ABN 46 158 536 871
David Mitchell Yeates Authorised Representative No. 239539 | Virtual Financial Group Pty Ltd | Corporate Authorised Representative No. 363528 | Shartru Wealth Management Pty Ltd | AFSL 422409 | ABN 46 158 536 87

General Advice Warning
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information