Do you only provide advice on SMSF?
No. We are experts at providing strategic advice across all of our client's affairs. This does include Self Managed Super Funds (SMSF's) but it also includes Companies, Family Trusts, Unit Trusts, Centrelink, Estate Planning and investments.
What other super funds do you use?
A SMSF is not the right structure for every client, we aim to provide the right super solution for the right client. So this means that our clients are invested in a range of super funds including Retail Funds, Industry Funds, Wrap accounts and SMSF's.
Why would I choose to use a SMSF over another type of super solution?
There are a range of strategies that can only be implemented by using a SMSF, such as investing in commercial or residential property, property development, share trading (in assets outside the ASX200), or operating a business. A SMSF also offers greater flexibility in areas such as investment reserves, estate planning and contributions.
What about the future?
The future is full of uncertainty, and that is one of the reasons why we love SMSF's. The rules to super change, mostly for the good, sometimes for the bad. Other rules change too, such as Centrelink. Having your retirement monies in an extremely flexible superannuation fund ensures that when these changes occur, you are in the best possible position to handle them.
What makes you different?
For the Argurion Team, it is about you: Your Goals, Your Life.
As qualified Financial Planners and Accountants our primary aim is to develop lifetime plans for clients by clearly understanding their personal situation and financial goals. Our technical knowledge in the areas of wealth, retirement, taxation and superannuation planning is applied in conjunction with fundamental financial planning principals to develop and implement a strategy that will allow you to achieve your lifetime goals.
We are passionate about ongoing study, because things change. And we want our clients to get the very best advice, not just for now, but on an ongoing basis. Don't take our word for it, we have won awards for our dedication to excellence in advice.