Green Taylor Partners have been providing specialist Self-Managed Superannuation Fund (SMSF) advice for over 30 years.
Matt Richardson and Kerry Schultz have spent countless professional development hours over the last three decades studying this specialised area. This enables us to make a difference to the lives of our clients by taking advantage of the many opportunities that an SMSF can provide.
As of March 2016, we have around 270 family groups who have accumulated approximately $370 million of assets in their own Self-Managed Superannuation Funds. The majority of these assets are now paying tax-free, retirement income streams to our clients for the rest of their lives!
There are many reasons why investors should consider a Self-Managed Superannuation Fund, however this vehicle will not suit everyone. If we think there is a better option for you, you can guarantee we will point you in the right direction.
To start the conversation, please call or email Green Taylor Partners today and we will work with you to help organise your income for the rest of your life.