Superannuation

Enjoy the peace of mind that comes from working with us as we offer independent, objective and expert advice and assistance for managing your self managed fund.

Disclaimer
ALA Investment Advisors Pty Ltd and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306. The information contained within this website does not consider your personal circumstances and is of a general nature only. You should not act on it without first obtaining professional financial advice specific to your circumstances. Before purchasing any financial product, always consider the relevant Product Disclosure Statement (if applicable) which provides full details of risks, terms and conditions

We work closely with our business services and financial planning teams to ensure that we provide you with the best advice to help you manage and achieve your retirement goals.

As people seek greater control over the funds they save for retirement, more people are looking for self-managed super funds as a means of maximising their personal wealth and securing effective income streams, for optimal enjoyment in their later years.

It may seem like hard work to set up and manage a SMSF but when it comes to preparing yourself for a positive retirement, SMSF's offer incredible benefits.

At ALA Partners we are always across the latest SMSF regulations and legislative changes to make sure you meet all of your ongoing compliance requirements, whilst minimising the negative impact of higher fees.

Our
Superannuation
Specialist
Team

More investment options

Greater control

Increased flexibility

Greater transparency

Tax benefits

Lower fees

What makes us different?

  • We bring order to our client’s financial lives.
  • We anticipate life’s challenges and help our clients to prepare.
  • We help identify and manage the financial impact of life’s risks.
  • We bring an outside perspective to your situation and help avoid poor financial decisions based on emotion.
  • We work with our clients, not just for them. We challenge their thinking and help them follow through on important financial commitments.