Superannuation Advice

At Annex Wealth, our dedicated team of financial advisors provide personalised superannuation advice that meets your unique financial goals.

We understand the complexities of today’s dynamic financial markets and offer expert guidance on optimising your superannuation strategy.

Whether you’re considering consolidation, rolling over funds into a new account, or maintaining your current super fund, we tailor our recommendations to suit your individual needs.

Our approach makes the most out of your super, ensuring your investments are aligned with your goals and risk tolerance to achieve the best tax and retirement outcomes for you.

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Self-Managed Superannuation Fund (SMSF) Advice

Want greater control over your superannuation contributions and investments? Did you know there can be significant tax savings both initially and ongoing by investing in superannuation?

Our team of superannuation advisors can help you decide whether a self-managed super fund (SMSF) is right for you! We also provide comprehensive support, from setting up your SMSF and selecting suitable investments to ongoing management and compliance assistance.

Take charge of your financial future with personalised SMSF advice today.