Superannuation

Protecting your investment

Your Super, Your Future...

Banyan Consulting is committed to offering a wiser choice to future proofing the financial well being of all our clients. Superannuation.

Control, flexibility and transparency
We provide you with all the tools, knowledge and options necessary to take control of your retirement planning. We can help you choose the best structure for your fund and implement a wide range of investments and strategies.  Our fixed fee structure is transparent which means that there are no hidden costs and you can see exactly how much you are paying and the list of services you are receiving.

Online Access to Portal
Your online SMSF login allows you to view and monitor all details of your fund, bank transactions, asset allocations, investment returns, member balances, contributions caps, insurance and much more. If you prefer, you can also contact us via phone or email to request information on your fund.

Investment flexibility
When you establish your SMSF with us, you have the choice of developing your own investment strategy suitable to your needs.  You have the flexibility to invest in a wide range of assets which include direct shares, term deposits, managed funds, commercial and residential property, collectables and much more.

Borrowing
We can assist you with establishing a Limited Recourse Borrowing  Arrangement where your fund can borrow money to invest in property, direct shares etc.  We can help you through each step of the process to ensure that the correct structure is established to allow your SMSF to borrow funds to purchase an asset. We can also assist you with the loan approval process.

Personal Service
Our dedicated team is here to help you. You have the flexibility to choose the level of advice you need.

Additional benefits
Under our Complete package, you will have direct phone and email access to a dedicated adviser and accountant who can provide full personalised advice with regular review of your fund.  Also, as part of our Complete package, you will have access to strategic advice, property advice, estate planning and mortgage services.

Delivering on your Superannuation needs.

General Advise Warning
The information has been prepared without taking into account your objectives, financial situation or needs. Because of this, you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situations or needs.

Superannuation
Superannuation
Superannuation

We do all the necessary ground work to help establish your fund.

We use external legal services to establish, prepare and amend trust deeds

We work with you to ensure an easy transition for Basic Deposit Products.

Discover our Superannuation options today!

Dear all,

From Monday 18 October, Banyan Consulting will be re-opening its office to visitors, and Banyan team look forward to welcoming our fully vaccinated clients and friends back to our office.

 

We will be able to welcome all clients, associates and friends to our office  (regardless of vaccination status) from 1 December 2021, in line with the NSW Government roadmap out of lockdown.

 

Banyan Consulting team has worked hard to maintain a COVID-safe workplace that ensures we are operating in the best interests of our staff, clients and the wider community.

 

As before the lockdown, visitors to our office will be required to use the Service NSW Safe Check-in upon arrival, temperature check and also now show proof of vaccination. This is a NSW Government requirement.

 

Please read our COVID-19 Safety Requirements to help you prepare for your visit to Banyan Consulting office. To read click HERE.

 

If you have any questions, please don’t hesitate to contact our office.

 

Banyan Team look forward to seeing you again very soon.