It is probably no surprise, that people with more financial wealth have a stronger interest in effecting better outcomes from the use of that wealth after their death. This will usually embrace all aspects of your financial life, starting from identifying and challenging your goals, assessing your current circumstances.
We provide advice and administration for SMSFs which is generally the most tax effective structure used by our clients for their retirement planning. Our team of multi-disciplinary skilled financial planners strive to give our clients the advice that we would have given to ourselves if the roles were reversed.
We provide advice and administration for SMSFs which is generally the most tax effective structure used by our clients for their retirement planning. Our team of multi-disciplinary skilled financial planners strive to give our clients the advice that we would have given to ourselves if the roles were reversed.
Services
AccuVest is a boutique financial planning business which exists to provide the advice to clients, that we would hope would be provided to ourselves, if the roles were reversed. Our office is based in Mackay, however location is no barrier as an increasing proportion of our meetings are conducted via video conferencing.
AccuVest (Mackay) is a multidisciplinary team, passionately committed to delivering the highest quality of ongoing, professional, financial planning advice to discriminating individuals and families. Unlike most other financial planning businesses, the business including the financial services license is owned by its employees.
While this information is of a general nature it provides some insight into our perceptions and our belief system at AccuVest, and some insight into our view of continuing credit crises overseas and its relevance to Australia. At AccuVest, the Global Financial Crisis (GFC) is not perceived as an event that is over and behind us.
Self-managed superannuation funds (SMSFs) continue to be the fastest growing sector of the Australian superannuation landscape. The sector is bigger than the industry superannuation sector, all retail superannuation and public service super; and growing more quickly for good reasons. For many couples who have or will shortly have more than $500,000 in superannuation, they offer the preferred vehicle to superannuate.
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