Overview
Maddern Private Wealth offers superannuation advice and management for both individuals and companies. Because most of our clients are successful professionals with substantial amounts to invest in superannuation, we have particular expertise in self-managed superannuation funds (SMSF, sometimes known as "DIY super").
Self-managed superannuation funds
If you have $200,000 or more invested in superannuation, you should seriously consider a self-managed super fund. "Do it yourself superannuation" gives you great control over investments and a number of tax-effective opportunities that you simply don't get from an established fund.
However, self-managed superannuation is a complicated thing to set up and maintain. It's essential to get advice from an established expert in the SMSF field. Maddern Financial Services is accredited as an SMSF Specialist Advisor with the Self-Managed Super Fund Professionals' Association of Australia (SPAA).
Using Maddern Private Wealth as your SMSF advisor means that as well as our expert, independent advice on your SMSF investment strategy, you enjoy a complete administration and compliance service, so you can leave the paperwork to us. And through Maddern Accounting, we'll ensure your SMSF is set up to maximise the available tax benefits.
Personal superannuation advice
If an SMSF is not yet the right solution for you, we can give you expert advice on choosing the most appropriate Australian superannuation fund, based on solid independent research and a deep understanding of current superannuation rules. Our specialist superannuation team constantly reviews super changes. Whether you're retired, nearing retirement, in the prime of your career or just starting out, we'll help you find a superannuation product and a super investment strategy that suits your circumstances and gets you the maximum tax benefits.
Corporate superannuation
Do you run a business and need to provide superannuation to your employees? Maddern Private Wealth can find the right solution for you, whatever the size of your business. With our wide knowledge of the range of Australian superannuation products, we can recommend a product that minimises the administrative load on you, and maximises the returns for your employees.
Why Maddern Private Wealth?
- We're independently owned, so we're not under any pressure to push you in the direction of particular funds or investment products.
- We're accredited SMSF specialists – you can be confident knowing we administer SMSFs for hundreds of our clients.
- Your investment advisor and accountant work closely together, so your superannuation will be structured for both high investment returns and maximum tax benefits.
- Our clients are successful professionals who want to be rewarded with a prosperous retirement – we know it's not enough for you to just
- Superannuation is a long-term investment, and our whole approach is based on long-term relationships – we're with you for the long haul.
