Superannuation and Retirement Income Streams

The recent Royal Commission has highlighted a number of alarming practices being conducted by bank owned wealth management services and financial planning dealer groups.

At Focus Superannuation Services we have a fundamental belief that profit to members, Industry Super Funds, provide a valuable option for individuals super and retirement savings. This is why we have chosen to use a small selection of Industry Funds for our clients superannuation and retirement income stream needs. These Funds have been selected based on fees, performance, ethics and governance. 

 

Our service includes:

  • Analysis of your existing fund
  • Provide comparison with at least two Industry Funds
  • Explain the differences in fees and investments
  • Provide our recommendation and discuss the potential benefits to you
  • We will complete every aspect to transfer you from your old Fund
  • Complete all the requirements to establish your retirement income stream
  • For clients with Self-Managed Super Funds we will liaise with your accountants or administrators to assist in the wind-up and the transferring of funds
  • If assistance is required to wind-up your SMSF this can be arranged
  • When it comes time to transition to your retirement income stream we will discuss with you the options available and manage the whole process