Managing and structuring financial affairs in today’s world is a complex process. Business owners and professionals need to balance choices between reinvesting in the business to drive growth, provisioning for future retirement incomes, repaying personal and business debt, paying for kids’ education and enjoying a few lifestyle luxuries. Retirees and pre-retirees need to maximise all of the concessional tax benefits available in the superannuation framework to maximise the after tax income streams from their retirement savings and we all need to respond to legislative changes that may have an impact on us achieving our objectives.
In this complex environment, it’s important to have a trusted adviser who, with visibility of your business affairs and an understanding of your lifestyle goals can help develop an overarching strategy and appropriate structures that create, preserve and protect your wealth.
Our advisers are across the latest legislative developments and are specialists in their fields. They will guide you through a process to clarify your goals, whilst understanding your business and personal situation, they will demonstrate various scenarios through financial modelling software to provide the big picture of recommended strategies to give you peace of mind for the future.
Hanrick Curran Wealth Strategists are licensed to provide the following services:
- Wealth accumulation strategies
- Debt management
- Superannuation contributions advice
- Transition to Retirement strategies
- Retirement income streams and pensions
- Review of superannuation structures, including appropriateness of an SMSF
- Limited Recourse Borrowing Arrangements
- Business succession planning
- Wholesale investment opportunities
Hanrick Curran have accountants across our business advisory teams qualified to assist clients to develop a financial blue print to create, preserve and protect your wealth. Our accountants and advisers qualified to be authorised under the license are:
Hanrick Curran Wealth Strategists is an Authorised Representative of Libertas Financial Planning AFSL 429718. The Financial Services Guide describes the superannuation and financial advisory services we are authorised to offer our clients.
Superannuation reforms received Royal Assent by the Australian Tax Office (ATO) on 30 November 2016. A summary of these can be view in our Superannuation Changes Snapshot.
Apr 2017 Superannuation Spotlight - Part 3: Capital Gains Tax Relief – Why you should plan before July 2017
Mar 2017 Superannuation Spotlight - Part 1: Changes to contributions beginning July 2017 that you need to know
Mar 2017 Superannuation Reform deadline looms
Aug 2016 New Promotions for 2016
Jun 2016 Introducing Hanrick Curran Wealth Strategists
Aug 2016 Superannuation is in the ring and the gloves are on
Sep 2016 One step closer to Superannuation clarity
Dec 2016 Window of opportunity for Super reforms