Get empowered to make smart decisions for your retirement with our SMSF service.
At JPL Wealth Pty Ltd ATF JPL Wealth Trust, we understand the importance of planning for the future. That’s why we offer our specialized Smart Super service- designed to provide you robust control over your superannuation funds. In today’s volatile financial landscape, having a hands-on approach to managing your superannuation can make a significant difference.
Operating under Peter Sa’s guidance, an industry expert with over 15 years of experience in Financial Planning, our service enables you to manage and strategize your investments effectively. We provide you with all the necessary tools and resources to navigate through your SMSF smoothly. Our client-centric approach ensures that your financial goals are always at the forefront of any decision made.
The most common questions you get from the customers here with the answers
What is a SMSF?
A Self-Managed Super Fund allows members to have full control over their superannuation investments.
Who will help me manage my SMSF?
Our team, led by Peter Sa, will provide comprehensive support in managing and understanding your SMSF.
How does Smart Super help me save on taxes?
Our Smart Super service aids you in planning your investments in a tax-efficient manner.
Can I access my SMSF funds before retirement?
As per general superannuation rules, you cannot access your SMSF till you reach the preservation age and meet a condition of release.
What types of assets can I invest in through my SMSF?
You can invest in a wide range of assets including shares, term deposits, real property, and more.
Manage your investment strategy as per your financial objectives.
Receive tailored advice from Peter Sa, using his extensive knowledge and experience
Minimize tax liabilities and maximize returns through strategic planning.
Access a wide range of assets that aren’t typically available in other super funds.
Ensure financial security during retirement by making informed investment choices now.
Peter and his team are not only highly professional accountants but also genuinely caring individuals. They take the time to listen to your story, recognising that every business and each person behind it is unique. In return, they provide thoughtful and well-considered solutions. They complete the work efficiently and without any fuss. Thanks, JPL!
I’ve been with Peter and the team for many years. They are professional, reliable, and provide very sound, personalized advice in a caring and friendly manner. Highly recommended!
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