Superannuation and Self-Managed Superannuation Funds (SMSF)

  • HOW is my super invested?
  • WHEN was my super last reviewed?
  • HAS it been rebalanced?
  • IS there a more tax effective way to contribute to super?

Due to the concessional tax treatment of contributions and investment earnings, superannuation remains the best way to accumulate funds for retirement.

  • Should you have a self-managed superannuation fund (SMSF)?; or
  • A public offer fund; or
  • Should you use your employer sponsored fund?

Pathway2 can assist you to develop a superannuation strategy that’s right for you and we will assist you to decide the type of superannuation fund that is most suitable for you.

Once you have the appropriate superannuation vehicle in place we develop a strategic plan that may include contribution and investment strategies, it may even include tax effective life insurance.