DKM Group has dedicated Superannuation specialists who can provide expert advice on your superannuation requirements.

Self-managed Superannuation Funds

For many people superannuation is one of the biggest investments they will ever have, and that’s why most people keep their superannuation in professionally managed super funds.

However for those who want greater hands-on control of their lifetime investment a self-managed superannuation fund may be more appropriate. There may also be significant cost and tax advantages. Of course, with added control comes added responsibility and workload, and DKM is well placed to assist.

Services include:

  • Advice on whether self managed superannuation is the best option for you
  • Establishment of self manage superannuation funds, including set up of the Trust Deed and detailed advice on the obligations of  Trustees and Directors.
  • Ongoing administration of your self managed superannuation fund, including reporting, arranging fund audits and taxation requirements including annual accounts
  • Advice on investments based on a sound understanding of your risk profile and DKM’s comprehensive range of financial planning and wealth management services

Personal Wholesale Superannuation Funds

Wholesale Personal Superannuation funds provide a convenient means of managing super, and for many people this provides a simple, competitively priced option for their superannuation.

DKM can help set up a Wholesale Personal Superannuation fund and ensure a wide range of investment options from specialist Australian and International fund managers as well as other asset classes such as shares, fixed interest, property and cash.

Corporate Superannuation Funds

DKM can assist with a Corporate Superannuation Fund where companies wish to provide a company fund for its employees or in some cases relatives and ex employees.

By law, employers must offer a default super fund option for their employees as an alternative to them exercising their Choice of Fund rights for those who do not wish to choose their own super fund.

Corporate super funds can be set up through retail master trusts or in some cases, employers may choose to operate their own employer-sponsored super funds.

DKM can advise on the best solution to meet your specific business needs.

Accumulation and Retirement income strategies

When you consider that many Australians now live for 20 to 30 years beyond retirement age, the importance of making the most out of superannuation and other investment strategies becomes clear.

DKM provides advice on tax effective strategies that maximise income in retirement. We understand that every individual is different, so all strategies are prepared with individual needs and circumstances in mind.