Services

Superannuation (including SMSFs)

Pre, Post & Transition to Retirement
Strategies

Investment Advice (including shares, managed funds and property)

Wealth Protection (risk management, insurances and asset protection)

Finance Structures

Portfolio Management Review

Taxation Planning

Cashflow Management

Salary Packaging

Centrelink Advice

Aged Care Advice

Disability Advice & Services

Private Philanthropic Funds

Self Managed Superannuation Funds
(SMSF)
Catalyst Financial Group provides SMSF specialised advice.

Some of the responsibilities and issues that superannuation trustees often require professional advice and support include:

Setting up a SMSF

Managing your fund’s investments and investment choices

Your Investment Strategy document

Ownership and protection of assets

Contributions and rollovers including in-specie transfers

Reporting, record keeping and administration

Understanding compliance and penalties

Borrowing within the super fund

Accessing your super, including pensions and withdrawals

Estate planning considerations

Insurance structuring within the fund

Winding up your fund