Superannuation and Investment

Superannuation

FINH identifies superannuation types in three distinct categories:

Self-Managed Superannuation - where the members are the trustees of the fund and manage the assets of the fund as they would any other assets they own, subject to specific legislation.

Read more about our SMSF price structure - Future Fund

Institutionally Managed Superannuation - where trustees and managers promote their superannuation funds and invite individuals to place their superannuation.

Corporate Superannuation - where enterprises on a consolidated basis consider and manage superannuation for the employee group as a whole.

FINH believes that considerable value for members and employers can be created by:

• Selecting the right alternative for you
• The availability of choice to superannuation members
• The continual education of members on the benefits and opportunities available through scheme contributions
• Influence investment decision making
• FINH offer an online portfolio management system to clients.
• The availability of personal financial planning for members
• Maximising tax planning opportunities
• Enhanced workplace culture produced through careful attention to the needs of the individual

In conjunction with Professional Investment Services Pty Ltd, an Australian Financial Services Licence holder, we provide:

• Objective advice on all superannuation
• Regular review of superannuation performance
• Sophisticated portfolio management and reporting that tracks all investments and provides daily performance reports, accessible by the client directly via the Internet.
• Comprehensive financial planning advice

Personal Financial Planning

FINH’s trademark is helping individuals and their families build and preserve wealth and quality of life by identifying and implementing robust wealth creation strategies.

To achieve this, we:

• Build strong relationships with people
• Guarantee trust, integrity and confidentiality
• Thoroughly advise you on the best investment outcomes
• Integrate personal and business financial planning, if appropriate

In our quest for total investment solutions, we back up our expert judgment by obtaining independent research from Australia’s premier data and research houses.

In conjunction with Professional Investment Services Pty Ltd, an Australian Financial Services Licence holder, our prime areas of expertise include:

• Private financial planning
• Retirement income planning
• Superannuation planning (trustee and self-managed funds)
• Savings and wealth accumulation strategy
• Investment advice and gearing strategies
• Portfolio management and asset allocation advice
• Risk management, income protection and insurance planning
• Estate planning
• Tax planning

Financial Education, Training and Coaching

FINH has identified with many clients that advanced financial literacy is necessary in their understanding of the broader financial issues, and that a better understanding of them enables improvement in their management capacity in areas such as:

• Reading financial statements
• Corporate Governance
• Superannuation
• Investment markets

Our team has considerable experience in this area and can assist with the following services:

• On site training
• Groups or specific training for individuals
• Seminar/workshop
• Module materials prepared for all participants