Following the Global Financial Crisis, poor superannuation returns caused superannuation investment to become misunderstood and therefore unpopular. However, when utilised properly, the superannuation structure can actually be a tax effective long-term investment vehicle.


Navigating the increasingly complex government legislation changes around superannuation is difficult. Ben* recently came to us from another adviser, who had set him up on a Self Managed Superannuation Fund. Unfortunately, he wasn't told about his responsibilities as an SMSF trustee. Ben's retirement needs were simple and, after weighing up the pros and cons of each of the superannuation options (including industry and retail superannuation funds), we helped him to wind up his SMSF and roll it into a more suitable retail fund. Doing so saved Ben considerable fees as well as the hassle of all of the ongoing trustee responsibilities.

Do you know what the superannuation contribution caps are and how to ensure that you don’t breach them? Is a Self Managed Super Fund suitable for you? Why is SMSF so popular among investors? We can answer these questions (and more) and help you learn the tips and traps of investing in superannuation so that you too can make it work effectively for you.  

  When utilised properly, the  
  superannuation structure  
  can be a tax effective  
  long-term investment vehicle.  



  1. Names and identifying details have been changed to protect the identity of individuals.

  2. Any advice in this site is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information.  

  3. References to past performance are not an indication of future performance.


Head Office: Suite G.01

313 Canterbury Road

Canterbury  VIC  3126

By appointment, we can also meet with you via virtual options like Skype or GoToMeeting, or in person at locations in the Melbourne CBD, Mount Waverley and Southbank. 

(03) 9882 8288 |


OakWealth is an FPA Professional Practice. Oak Wealth Solutions Pty Ltd is an Authorised Representative of GWM Adviser Services Ltd (AFSL 230692)


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Copyright © 2018 Oak Wealth Solutions Pty Ltd.  All rights reserved.  Yihsing Koo, Oak Wealth Solutions Pty Ltd (ACN: 143 070 946) ATF Oak Wealth Solutions Unit Trust (ABN: 657 966 722 37) and Oak Wealth Planning Pty Ltd (ACN: 158 930 422) ATF Oak Wealth Planning Unit Trust (ABN: 97 916 959 977) are Authorised Representatives of GWM Adviser Services Ltd (ABN: 96 002 071 749), Australian Financial Services Licensee, 105 - 153 Miller Street, North Sydney NSW 2060.

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