Author: Team Superfund Partners

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About Team Superfund Partners

We needed a better way to look after our SMSF clients. So we created one. We experienced first hand the frustration of the ‘old way’ of looking after SMSFs: Financial statements that were out of date by at least 6 months and of no use to anyone other than the ATO, high fees and poor value due to highly skilled and knowledgeable staff spending unnecessary time on laborious data entry and worst of all SMSF trustees not getting the right advice at the right time!

Desired Lifestyle vs. Realistic Living in Retirement for SMSF Trustees

When planning for retirement, it’s important to understand your SMSF household needs, and outline your goals with your adviser.

The latest report on the financial health of SMSF trustees heading into retirement has found that the amount needed for a 65-year-old couple to afford a comfortable retirement has risen by 17 percent from $702,000 in the previous year to $824,000.