Personal Superannuation

Comprehensive superannuation planning for all employed and self employed individuals. We will review your current superannuation fund and compare to what is available in the market. We can advise on retail, industry, or employer sponsored funds and will advise you on the best option for your current stage of life and superannuation needs. All associated planning and tax strategies are considered to ensure the best outcome for all clients.

Self-Managed Superannuation Funds

CMW Financial Services will help with the establishment of your Self Managed Superannuation Fund including the investment, taxation, and insurance strategy that must be considered by owners of Self Managed Funds. CMW can also advise you on the investment portfolio and your personal insurance. Specialist strategies including borrowing to purchase a property can also be explored.