SMSFs: What happens if you exceed your super caps
23rd April 2024
Lead Partners Private Wealth
We continually provide intelligent, tailored financial solutions designed to maximise and protect your wealth.
Strategic Planning & Advice
Whether the financial advice you need is for personal or business goals, wealth accumulation or risk management, having a strategic plan is imperative. It is the roadmap that will get you from where you are now, to living your best financial life.
Superannuation Retirement Planning
We all want to enjoy retirement and whether it’s still a long way off or just round the corner, planning is critical. Whatever life stage you are at (starting out, settling down, planning for retirement, or enjoying retirement), you need to consider your current super balance, your retirement plans, and your expected financial commitments upon retirement.
Self Managed Super Fund Advisory
Effective superannuation strategies are essential to achieving and maintaining a comfortable level of retirement. Our team at Lead Partners have a wealth of experience in Superannuation, in particular with Self-Managed Superannuation Funds (SMSFs).
Asset Management
Lead Partners offers tailored investment solutions for our clients. By bringing innovation together with intelligent portfolio management we aim to protect and increase the wealth of our clients and help them achieve financial security.
Wealth Protection
Wealth Protection involves different types of Personal Risk Insurance, which are the least understood, yet most necessary forms of insurance available. We will evaluate your lifestyle and needs to provide the most appropriate insurance for your situation and ensure that in the case of something going wrong, your earnings capacity is insured.
Lending Solutions
Lead Partners offers specialised Credit Advice services that enable our experts to assist you with loan solutions. With a large panel of bank and alternative credit providers at our disposal our Credit Advisers are well equipped to provide you with knowledgeable and professional advice and loan options that meet your budget, needs and lifestyle.