As an employer, one of the major perks you can offer your employees is a flexible and cost-effective superannuation plan.

This can be further supplemented with benefits like insurance packages and financial education to allow your employees to create and protect their wealth.  Our team at JVA can assist by customising a portfolio solution that best serves your staff while meeting your business objectives.

Self-Managed Super Funds

Portfolio Management

Self-managed super funds (SMSF) are becoming an increasingly popular choice for investors who want to have control and flexibility over how their super is invested.

As trustee of your fund, you decide on your fund’s investment strategy and choose where your fund’s assets are invested, meaning you can tailor your fund’s investments to suit members’ specific needs.

It is important that you know your obligations for running an SMSF from an administrative and compliance perspective. The rules associated with the super regime are complex and subject to change, and the opportunities and effects will differ based on your personal circumstances.

Our team of skilled advisers design and oversee Managed Fund portfolios to support the needs of both new and seasoned investors.

As always, our first priority is your overall wellbeing and financial security.  So in response, we’ve developed portfolio services that are as flexible and customisable, as they are innovative and profitable.

This means that your portfolio and investment strategy will always reflect your individual needs, personal risk tolerance and overarching financial objectives, while generating competitive returns.

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