Superannuation & Self-Managed
Superannuation Funds

At Capital , we help you plan for life. We see ourselves as your partner in wealth management through different life stages. This includes retirement, a time when you should be able to continue to enjoy a life that’s rich in choice, with the financial confidence and freedom that comes with financial security. 

A professionally and proactively managed superannuation fund is the cornerstone of a financial plan that supports you to live your best life, now and into the future. And with a wide range of approaches for structuring and managing your super, we help you pinpoint the best long-term choice – and make it work for you.

We have a strong track record for building successful Self-Managed Superannuation Funds, with partner Chris Smith being recognised in 2018 as the SMSF Adviser of the Year – ifa Excellence Awards.

Your Private Wealth Adviser can help you:

• Plan effectively to achieve the retirement you want.
• Assist with your transition to retirement with the aim of maintaining today’s income while growing your retirement savings.
• Boost your super while minimising tax on your contributions and investment earnings.

In conjunction with Capital ’ Accounting & Tax Services, we make the reporting and administration of your superannuation fund easy and cost-effective while delivering high-value returns.