An Argyle Superannuation Fund

An Argyle Superannuation Fund
The Australian Federal Government has expressed its intention to retain the full age pension at 25% of average male weekly earnings. If you satisfied the age and income tests, would you be able to support a retirement lifestyle on $410.50 a fortnight.

Superannuation is becoming an increasingly important wealth management tool.

Would you like to be in control of your superannuation savings?

Argyle Lawyers can offer you the ability to control your own retirement nest egg.

A Self Managed Superannuation Fund offers you the ability to be involved in:

·
the trusteeship of your own fund;

·
tailoring of investment strategies to suit the members’ requirements;

·
selection of investment advisers and consultants; and

·
the development of your superannuation strategy.

The key features of The Argyle Partnership’s superannuation trust deed are:

· the deed directs the trustee to ensure compliance with the minimum standards required by the Superannuation Industry (Supervision) Act;

· it allows flexibility with respect to the number of members able to be admitted to the Fund;

· it provides for the provision of complete reporting to members in relation to the management, operation and performance of the fund;

· it allows the trustee maximum discretion as to the form of payment of benefits, for example, lump sum, pension or annuity;

· it allows the making of a binding death benefit nomination which ensures the member’s estate planning wishes can be met;

· it allows member directed investments;

· it allows the trustee maximum flexibility in the performance of its duties;

· it allows for the fund to be a standard employer sponsored fund;

· it allows amendments to be made to the terms of the trust from time to time.

Argyle Lawyers offers a broad ranging superannuation service including the establishment of funds, the amendment of existing funds, the provision of advice in respect of existing superannuation arrangements and, tax and retirement planning advice.

If you would like further information click here to e-mail our Tax and Superannuation Team.

Argyle Lawyers Pty Ltd prides itself on providing personal and tailored advice and products. If you would like to us to establish a self managed superannuation fund for you or amend the trust deed for an existing self managed superannuation fund please login to our Client Resources Page to download the relevant instruction sheet and notes to assist you to complete the instructions.

If you would like to register to access our Client & Referrer Resources Area please email us at admin@argylelawyers.com.au

If you wish us to effect amendments to an existing fund, it will be necessary for us to review the presently operative trust deed and any rules governing that fund.