Superannuation and retirement planning can be complex and confusing.

When you’re young, superannuation feels like something you’ll worry about in the future, but as you progress through your working life, you begin to understand the importance of managing the wealth you’ve set aside for retirement.

Investing money short or long-term can be daunting, especially when you are trying to navigate the legalities and compliance obligations of superannuation.

At Strategem, we have a dedicated team to assist you with all aspects of superannuation, including:

  • Self-Managed Superannuation Funds (SMSF).
  • Superannuation investment advice.
  • Portfolio management.
  • Taxation planning for superannuation.
  • Superannuation compliance services.
  • Advice on investing in public offer superannuation funds.

Having a diverse team of experts at Strategem means you can work with our tax accountants and financial advisors in Bendigo and Melbourne to get the best financial outcomes for your personal situation. Our SMSF division of accountants works alongside our portfolio management services, share broking, and financial planners for stress-free management of your superannuation fund.

Our specialists are passionate about ensuring that they manage, safeguard and enhance your wealth, whilst providing you peace of mind that all compliance obligations are being satisfied.

We’d love to help simplify your involvement with your superannuation, so you can feel safe that your retirement looks healthy, whilst you are enjoying your life here and now.

Get in touch and ask us how we can help