Self Managed Superannuation Funds
Meritum Financial Group
Asset Management, Investment Strategy, Self Managed Superannuation
We are a specialist Financial Planning & Asset Management group, providing retail clients with comprehensive solutions for their wealth accumulation and retirement planning needs.
As part of Australia’s largest boutique dealer groups this gives us the flexibility to offer a truly diversified range of investment options, thus enabling us to successfully provide first class, personalised advice.
Self managed super funds are now the largest and fastest growing sector of the Australian superannuation market. What SMSFs have over other available alternatives is control, Meritum Financial Group can help you take control of your superannuation assets.
At Meritum Financial Group we are passionate about providing investment advice that focuses on direct assets. By utilising direct assets such as shares, property, or just simple term deposits, it provides investors with a clear understanding of how their money is invested for their benefit. Furthermore, direct ownership can provide other potential benefits such as reduced ongoing costs and increased control over the funds tax outcomes.
, Investment Strategy
, Self Managed Superannuation
, Self Managed Superannuation Funds