It suits those with balances too small to warrant the establishment cost of a SMSF or those who want to focus on their business and not the independently managed investment of funds in the SMSF.
The fund appoints independent fund managers and is externally administered by IOOF Investment Management Limited.
Account Based Pension Funds incorporating Retirement Planning
Our team has the skills to assist your retirement using Superannuation benefits. At Pitcher Partners we can provide specialist advice in respect of the following:
Account Based pensions
Employment Termination Payments
Assisting with calculating pension payments and tax imposition
Concessional and Non-Concessional contributions
Investment Strategy and Asset Allocation
Pitcher Partners Wealth Management Service assists SMSF trustees to develop an appropriate investment strategy and can provide asset allocation and specific asset investment advice.
Pitcher Partners Wealth Management is able to provide independent advice on investment portfolio construction and investment selection across over 200 authorised investments. Our approved investments include direct equities, managed funds, cash and alternative assets.