Self-Managed Superannuation Funds
A self-managed superannuation fund (SMSF) is a type of superannuation fund managed by its members. SMSFs can be a great way to take control of your retirement savings, but they also require a significant amount of time and expertise to manage effectively. At Xponential Advisory, we offer various SMSF services to help our clients manage their funds and meet their retirement goals. We can help with everything from setting up an SMSF to managing the fund’s day-to-day operations.
Managed Portfolios
Investing your superannuation funds is a vital part of building wealth for retirement. At Xponential Advisory, we offer a range of superannuation investment portfolios to help our clients achieve their retirement goals. Our investment portfolios include a range of asset classes, such as shares, property, and fixed income, aligned to your specific risk profile and timeline until retirement.
Insurance
Insurance can provide a safety net for you and your family during illness, injury, or death. At Xponential Advisory, we offer a range of structured insurance options, either paid out of your superannuation account or paid personally, to help protect clients’ retirement savings and loved ones. Our insurance options include income protection, total and permanent disability (TPD), and life insurance.
In conclusion, at Xponential Advisory, we offer a range of superannuation services to help our clients achieve their retirement goals. Our personalized approach to superannuation ensures that our clients receive tailored advice and support designed to meet their unique needs. Whether you are just starting your retirement journey or looking to optimize your existing superannuation arrangements, we are here to help.
Contact us today to learn more about our superannuation services.
Our superannuation advice service is designed to help our clients make the most of their retirement savings. We work with our clients to develop personalised superannuation strategies that consider their current financial situation, retirement goals, and risk profile. We provide ongoing advice and support to ensure that our clients stay on track to meet their retirement goals.
Superannuation Consolidation
Many Australians have multiple superannuation accounts, which can result in unnecessary fees and charges. Our superannuation consolidation service is designed to help our clients simplify their superannuation accounts and reduce their fees. We work with our clients to identify all of their superannuation accounts, consolidate them into a single account, and invest their funds in a way that aligns with their retirement goals.