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Retirement Planning 

Superannuation is no longer just an 'optional extra' - it has become one of the most important components of a well-balanced financial plan. And for most Australians, it is a necessity that enables them to live comfortably in retirement. 

Unfortunately, many people will simply miss the boat. Their financial future will be uncertain because they haven't taken the time to shape their own future.

Although legislative changes have brought superannuation within the reach of most people in the workforce, it's a fallacy to assume they will automatically have enough to live on when they retire. In most cases, employer contributions simply won't be enough to fund the type of lifestyle they're looking forward to.

The best way to guarantee a financially secure lifestyle in retirement is to save for it today... and tomorrow... and every day. Planning for your future financial security is not just an end-of-financial-year tax strategy - it's an all-year-round exercise.

SMSF Specialist Services

Self Managed Super Funds (SMSFs) are the fastest growing segment of Australia's superannuation system. At Johnsons MME we provide specialist SMSF services to fund members, trustees and their advisors on establishment, technical and strategic advice, right through to wind up. We have been assisting our clients with their SMSFs for over 30 years and have a breadth and depth of knowledge which is unique in the Albury Wodonga region. 

One of Johnsons MME's advantages is that we have our own AFSL. Having our own AFSL means that we operate on a fee for service basis and are free from the ties of larger institutions. Our specialist SMSF team provides expert guidance on:

  • Establishment of an SMSF and advice on trustee structures
  • SMSF investment advice and strategy
  • SMSF retirement planning and estate planning
  • SMSF pension strategies
  • Personal insurance 
  • As well as preparation of annual tax returns and audit services

Curious to find out more? Click here to go to our SMSF FAQ section or call us to make an appointment today.

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