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Super & SMSF Solutions

A full-service, holistic approach to financial betterment. Our team – your goals

Superannuation Advisory

Superannuation is a common way of saving for your retirement and is usually accumulated throughout your working life as funds set aside by your employer. The right amount of superannuation can make a big difference in being able to afford the lifestyle you want retirement.

There are many laws and regulations that govern access to these funds. Mintwell Capital has the experience to provide you with the knowledge and guidance to make the right superannuation choices. Just some of those choices include finding the right superannuation fund to get the best return on your investment, considering how your money is invested by your fund, and deciding what levels of life, disability and income protection insurance you need.

Mintwell Capital knows how to navigate the numerous super options available. Our advisors draw on their years of industry experience to ensure your retirement savings are maximised through the use of intelligent strategies to boost contributions, increase tax effectiveness, preserve capital and assist in navigating the complex legislative framework.

Many of us change jobs several times throughout our life, which can result in “lost” superannuation. If you have any “lost” super in funds you have forgotten about, it may not be working efficiently for you or could even be completely eaten away by fees.

Mintwell Capital’s superannuation advisors can help you to trace your lost super funds and consolidate all your money into one account.

We can also advise you on the best options when it comes to making additional superannuation contributions, as well as tax liabilities, borrowing rules for property investment and self-managed super funds.

SMSF SET-UP

A self-managed super fund puts you firmly in control of your superannuation. There are several benefits to setting up your own SMSF. Not only do you get to make the investment choices that best suit your financial situation but there are tax advantages that enable you to keep more of your money.

But this is only possible if you set up your self-managed super fund correctly at the start. The decisions you need to make at the beginning of your SMSF set-up are crucial and are best done with the help of industry experts.

That’s where the Mintwell Capital team can help. Our expert superannuation advisors can guide you through the process of setting up your fund. The result is a superannuation solution tailored to meet your individual retirement needs. Whatever your post-work dreams, Mintwell Capital can help to ensure your SMSF achieves your goals.

Mintwell Capital’s SMSF services include:

  • Establishment of your SMSF
  • Ongoing SMSF maintenance, such as keeping members records up to date, transaction records, regular tax compliance, regular reporting and preparation of compliance records
  • Annual Services such as preparation of annual financial statements and income tax returns as well as co-ordination of an independent auditor

Or find our contacts below, and live chat in the lower corner 

- Get in touch today

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Phone

(02) 9320 2000

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Address

Level 20, 15 Castlereagh Street Sydney NSW 2000

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Mintwell Capital Pty Ltd (ABN 13 616 609 548) is an authorised representative, AR 1254638, of AFSL Holdings Australia Pty Ltd (ABN 75 165 392 889) AFSL 460940.
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