Ownership Structure

While the right asset allocation and superior investment selection are the keys to delivering good performance, the way we structure your portfolio is crucial to the goals of minimising your tax and protecting your assets. By this we mean the entity or combination of entities in which we invest for you – for example, superannuation, account-based pensions, self-managed superannuation funds, family (discretionary) trusts, unit trusts, joint names and/or the spouse on the lowest tax bracket.

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General Advice Warning

The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Retirewell Financial Planning nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.