A self-managed superannuation fund (SMSF) is your own private super fund that you manage and control. Sterling Advice can advise you on how to get more out of your super and take advantage of the incentives offered to save through super. This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person.
You need to consider your financial situation and needs before making any decisions based on this information. Sterling Advice is a Corporate Authorised Representative of Charter Financial Planning Limited. Charter Financial Planning, ABN 35 002 976 294, is an Australia Financial Services Licensee, Licensee Number 234 665.
You need to consider your financial situation and needs before making any decisions based on this information. Sterling Advice is a Corporate Authorised Representative of Charter Financial Planning Limited. Charter Financial Planning, ABN 35 002 976 294, is an Australia Financial Services Licensee, Licensee Number 234 665.
Services
Sterling Advice is a boutique advisory business located in Marcoola. Our fully qualified advisers are Authorised Representatives of Charter Financial Planning Limited (AFSL 234665) and provide cost effective, easy to understand strategies to help our clients achieve their lifestyle and financial goals.
Kane has a long history in the world of investment and finance and can tailor a plan specific to your needs. Prior to establishing Sterling Advice Kane was a Senior Investment Adviser and Certified Financial Planner with Spicers Portfolio Management for eight years and managed in excess of $ 40 million dollars on behalf of clients.
Our financial planning experts can provide you with the full range of financial services, from investment strategies for wealth creation and superannuation to retirement and estate planning. We value honesty, integrity and professionalism and our highly trained consultants can assist you with the latest inforn and relevant advice tailored to your individual circumstances and needs.
Sterling Advice, Sunshine Coast experts in self-managed superannuation funds. A self-managed superannuation fund (SMSF) is your own private superannuation fund that you manage and control. You may have up to 4 members in the fund and both you and your employer can contribute to the fund. There are many benefits to starting your own SMSF.
Superannuation is a tax effective way of accumulating wealth for your retirement. The Government provides tax incentives to encourage you to utilise superannuation to provide for your retirement. Because of the generous tax concessions, the Government places restrictions on how much can be contributed and concessionally taxed on withdrawal and when you can actually take your benefits out of superannuation.
