It is essential to be proactive in managing your superannuation from a young age to ensure you reach your financial retirement goals. A Self-Managed Super Fund (SMSF) puts you in control of your investments but can be complex to manage. Our experienced team can help you understand your super fund and ensure you are meeting the obligations.
The 2016/17 SME Research Report found that 8 in 10 business owners want to value and benchmark their business. Why? Many business owners regard their business as their “Superannuation”. That is, they are expecting the proceeds of the sale of their business to fund their next business venture or retirement.
Unfortunately, most business owners believe their business is worth more than what it actually is. As a result, many are not only disappointed when their business fails to meet their price expectation, but they also have a shortfall of funds to support their retirement. At Complete Business Advisory, we work with licensed financial planners and can help you manage your Self Managed Super Fund.