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Superannuation and Annuity in Rose Park, SA

The most popular Superannuation and Annuity near Rose Park, SA, 5067

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Hostplus: Adelaide 1.75 km

Level 2, 104 Frome St, Adelaide, SA, 5000

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Unisuper 1.75 km

Level 2 104 Frome St, Adelaide, SA, 5000

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Adelaide Private Wealth Logo

Adelaide Private Wealth 1.92 km

By Appointment, Adelaide, SA, 5000

Adelaide Private Wealth assists families and business owners with a broad range of financial issues. We pride ourselves on delivering high quality financial advice and peace of mind to our clients.

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Burns Harvey & Mudie 2.10 km

11/202-208 Glen Osmond Rd, Fullarton, SA, 5063

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Super Initiatives Logo

Super Initiatives 2.17 km

20D William St, Beulah Park, SA, 5067

SUPER INITIATIVES specialises in all aspects of Self Managed Super Funds (SMSF). Established in 1997, we have established a reputation for outstanding levels of proactive advice and client service. As SMSF Experts, Chartered Accountants and Registered Mortgage Brokers, we are in a unique position to offer our clients a vast array of SMSF services including: • Establishment, administration and compliance • Rollover of existing funds • Taxation minimisation strategies • Loans for residential and commercial properties • Access to syndicated commercial investment opportunities • Auditor selection and liaison • Insurance: life, TPD, income protection and trauma • Insurance: general • Estate and succession planning and strategies • Wind up Managing your own super gives you greater control, flexibility and investment options. When compared to an Industry or Retail super fund, the main advantages of having your own SMSF and engaging SUPER INITIATIVES are: • Control – over your money, your investment selection and your future • Asset choice – access to a wide variety of assets including direct property, collectibles, jewellery, art, metals, syndicated property investments to name a few • Tax minimisation – proven strategies to minimise your personal, business and super income tax • Loans – ability to borrow and invest directly in property or shares using your SMSF cash • Insurance choice – access to any insurance product on the market, not just the basic policies offered by Industry and Retail funds • Estate planning – the ability to ensure your wealth passes to your next generation in a tax effective manner • Pensions – proactive advice in respect of when to commence a pension and accessing your super funds • Accounting system – our blue ribbon system allows you to view your SMSF assets and their value online as well as track your pensions • Attitude – our philosophy is to treat your SMSF assets as if it were our own and tailor strategies to maximise your wealth • Piece of mind – we take care of all compliance issues for you and invest heavily in professional development so that we are always up-to-date with everything SMSF • Fees – fees quoted up front, no hidden costs, no kick-backs to fund managers you don’t even know, full transparency

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First Super 2.33 km

Po Box 10161, Adelaide, SA, 5000

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Statewide 2.33 km

99 Gawler Pl, Adelaide, SA, 5000

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Maquarie Day Cutten 2.38 km

Lvl 2 50 Grenfell St, Adelaide, SA, 5000

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Super Sa 2.39 km

State Administration Centre 200 Victoria Sq, Adelaide, SA, 5000

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Ord Minnett Logo

Ord Minnett 2.48 km

Level 11, 19 Grenfell St, Adelaide, SA, 5000

Ord Minnett Stockbrokers and Financial Planners is a leading wealth management group, whose expert team of stock brokers and financial advisers offer a comprehensive range of financial services to its Adelaide clients including Full service stockbroking, financial planning, superannuation, wealth management, investment planning, and retirement planning.

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Superguardian 2.50 km

Level 8 Optus Centre 435 King William St, Adelaide, SA, 5000

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Praemium: Adelaide Logo

Praemium: Adelaide 2.53 km

Level 16, 211 Victoria Square, Adelaide, SA, 5000

Praemium was established to bridge the gap in the Australian market for a technologically advanced portfolio administration service that effectively administers the increasing trends in financial markets towards involvement in direct equity investments. Delivering the cost-effective investment portfolio administration tool V-Wrap, Praemium has further expanded its range of services to include the needs of SMSF administrators, accountants, financial planners and stock brokers. V-Wrap V-Wrap is an online portfolio administration service, designed for professional accountants, stockbrokers, superannuation administrators and financial planners. Key features include: * Portfolio & capital gains tax (CGT) position reconstruction * Daily position roll forward and reevaluation * Optimised CGT processing * Performance reporting * Portfolio reporting Some benefits of V-Wrap include improved decision making, accuracy, proactive CGT management, allows you to deal with multiple brokers, registered ownership, reduction of administration costs, relationship enhancement with clients, improved tax management, V-Wrap can be re-branded with your company logo, name, colour and so forth, and enhanced security. Separately Managed Accounts Praemium is a pioneer and recognised industry leader in the development of Separately Managed Account (SMA) technology for Australia. Our proprietary state of the art technology for operating a SMA enables: * Online access for model providers, advisers and clients * Full online account set up and maintenance * Daily re-balancing of models * Netting of buy/sell transactions across models * In specie transfer of assets * Customisations including stock substitutions and holding locks * Capital gain scenario modeling and optimisation * Multiple options for fee payments * Badging An SMA can be thought of as a more efficient alternative to a managed fund. You are still investing in shares and you are still accessing the fund manager's ability to select stocks. The key difference between an SMA and a managed fund is that the SMA is non-unitised.

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Xpress Super 2.69 km

65 Gilbert St, Adelaide, SA, 5000

Xpress Super is a cheap and easy SMSF Solution provided by our parent company SuperGuardian Pty Ltd, a national SMSF Specialist and chartered accounting firm with over 12 years of experience as SMSF administrators. Whilst SuperGuardian provides a premium service to SMSF Trustees, we recognised the demand for a low cost alternative for investors wanting to take control of their own superannuation.

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Dial A Superannuation Fund 2.77 km

5Th Floor 76 Waymouth St, Adelaide, SA, 5000

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