Superannuation is probably our client's biggest long term investment. Therefore, it’s critical to invest in quality advice.
At Hampstead Private Wealth, we realise the significant role superannuation plays in determining your standard of living throughout t retirement. Specializing in Self-Managed Superannuation Funds (SMSF), our high level of expertise ensures that we provide expert advice to the Trustees (usually you) of SMSF’s. Our ability to provide tailored investment strategies dovetailing into specific asset investment advice ensures that you achieve your retirement objectives.
We offer a complete range of superannuation solutions including:-
Review of your superannuation investments
Super and retirement planning
Transition to retirement pensions taking into account recent announcements
Salary sacrifice arrangements
Whether a SMSF is right investment strategy for you
Self Managed Superannuation Funds (SMSF)
Hampstead Private Wealth specialises in the area of self-managed superannuation funds.
This includes the technical areas of SMSF advice, including:
Ensuring compliance to SIS legislation
Contribution and pension strategies
Where relevant, Transition to Retirement strategies
Personal risk insurances within an SMS
We ensure a tailored Investment Strategy is implemented for your SMSF.
We believe the investments within a SMSF should offer:
Our emphasis is on:
Taking a long term approach
Using high quality investments; and
avoiding short term, speculative investing
All SMSF’s must be able to:
Pay its bills; and
Pay a pension when required.
All our portfolios have an integrated automatic liquidity parameter as part of the investment strategy to ensure the fund can meet its ongoing cash commitments and to take advantage of suitable investment opportunities
Capital Preservation is a particular priority for those members approaching, or indeed in retirement. Therefore, we constantly monitor:
Your tolerance to risk
Retirement timeframe, and
the liquidity required to fund your retirement on an annual and ongoing basis
After Tax Returns
We will always seek to maximise the benefit of the concessionally taxed environment offered by SMSF. This includes a focus on the:
extraction of franking credits
participation in and treatment of certain corporate actions, and
opportunities presented by lower levels of capital gains tax.
This allows us to recommend an appropriate investment strategy to ensure your capital is protected against both the effects of: