With the continual change to the retirement savings landscape including the baby boomer generational surge, legislative changes and market fluctuations, we provide services to Trustees of Self Managed Superannuation Funds (SMSFs) that are technically up to date and relevant to your personal lifestyle goals.
An SMSF is a type of superannuation fund that can have up to four members. An SMSF allows investors to look after the most important people in their lives by directly controlling their retirement savings (which, after the family home, is the second largest asset of many Australians).
We provide advice and assistance with:
While the Directors all hold a RG 146 qualification through a Diploma in Financial Planning, Logicca does not hold an Australian Financial Services License and is therefore unable to offer advice on any specific investments or financial products.