Anne Street Partners Self Managed Super Fund

Plus, sign up and download your FREE eBook on SMSF establishment and property investment

Retiring with confidence means you need to have a clear plan. One strategy is to use a Self-Managed Super Fund (SMSF) to maximise your superannuation. They are designed to give you control over how your superannuation can be invested. They are also becoming more popular with Australians who like to make important decisions about their retirement funds.

Anne Street Partners_SMSF

Anne Street Partners’ team of SMSF specialists are on-hand to discuss the practicalities of establishing and running a SMSF. With over 40 years of collective experience you can rest assured knowing you have all the information you need to take control of your super.

Investing in property using SMSF

Complete the form with a few simple details and receive your FREE eBook on SMSF establishment and property investment. One of our SMSF specialists will be in touch with you to discuss your situation as part of our complimentary 45 minute consultation. Depending on your circumstances the team will then work directly with you to determine whether you should be establishing a SMSF and possibly investing in direct property. Purchasing residential property using a SMSF can be an effective way to increase your wealth and provide consistent and effective investment returns, and in some circumstances greater tax benefits.

Take control of your superannuation now

If you have approximately $200,000 in your super as an individual or with your partner, an SMSF may be an effective superannuation structure. Using a SMSF gives you the control over your superannuation investment choices including direct property.

We make setting up and running a SMSF easy

Individual circumstances vary, contact us today to enquire if SMSF will work best for you. Let us help you take control of your superannuation.

Submit your details and receive a FREE eBook on SMSF

Click here for your free eBook

Anne Street Partners Financial Services Pty Ltd (ABN 25 107 671 563 AFSL 258853 & Australian Credit Licence 258853) Anne Street Partners Super Solutions Pty Ltd (ABN 25 136 878 629)

Read more

Retirement is a time for relaxing, seeing family and friends as well as enjoying your favourite pursuits. It should also be a time we all look forward to in life. Planning for retirement is something you should start thinking about quite early on in your career. The general guide is to start saving as early as your 20s in order to ensure you have enough money to live on and sustain the type of lifestyle you are aiming for later on. Retirement is a major change in your life and planning for your nest egg should be a high priority.

A common question is where could you invest throughout your working life in order to provide for retirement?

There are many different types of investments that may work for you which could be

 * Property investment

* Stocks and shares

* Super investment

* Managed funds

Get on top of your finances by finding out

* What assets (property, stocks, investments) you have and how much they are worth

* How much super you have and when you can access it

* What debts do you currently have and when will they be settled

* How much in savings you have and what the interest is

* When you can apply for the age pension and whether you are likely to be eligible

It is also important to consider how your needs might change over time. For example, retirement is a great time to pick up a new hobby or do some travelling. You may wish to redecorate your home or move to a different area. Planning for these possibilities will allow you to estimate the type of retirement income you are aiming for.

Not sure where to start? View our video on retirement savings and understand how long your retirement savings could last you:

http://www.annestreetpartners.com.au/knowledge-centre/videos/transition-to-retirement/

For more information, talk to one of our friendly financial advisers at Anne Street Partners today on 135 444

Read more

Anne Street Partners Vinnie's Sleep OutOn Thursday 18 June 2015 business and community leaders slept rough for the night to raise awareness of homelessness and money to support Vinnies homeless services.

Thank you so much to everyone who helped us raise a huge $17,825 for the Vinnies CEO Sleep Out in 2015! Thank you to Michael Adamson, Kylie Kramer and Jason Dunn from Anne Street Partners and Shane Sharpin from QNV Constructions for representing us and bringing attention to this great cause.

Read more about Jason Dunn and his story behind taking part in this worthy cause https://www.ceosleepout.org.au/ceos/nsw-ceos/jason-dunn/

Read more

Anne Street Partners Estate Planning

Estate Planning is a strategy (Estate Plan) for the distribution of your assets accumulated during your lifetime to special people and causes that you select.

This can include:
– Will
– Enduring Power of Attorney
– Enduring guardianship medical directive
– Family trust

Find out more about Estate Planning in our fact sheet below:

Read more