Superannuation
Self Managed Super Funds (SMSF)
This is still the “best game in town” for the effective long term wealth accumulation in a protected environment. SMSF are best suited to investors with at least $1 million in benefits and who seek control over investment strategy.
Our Business Services Teams manage the accounting, reporting, taxation and compliance requirements for the SMSFs of our business owner clients. Whether in accumulation or pension phases, all aspects of member reporting, taxation and actuarial requirements are attended to.
Consulting Services
Our superannuation specialists advise our pension strategies, death benefit nomination, reversionary pensions and mitigating tax on the death of a superannuant.
Garnet Public Offer Superannuation Fund
Garnet Superannuation Fund is a fund managed by Fordham Investment Management. It delivers consistently strong long-term returns, a modest and transparent fee structure and a high level of member service.
Garnet Superannuation Fund is a disciplined and independent solution for wealth accumulation that provides an alternative to industry and retail funds.
As a member of Garnet Superannuation Fund, clients gain exposure to our investment philosophy without the administration and compliance responsibilities of maintaining their own super fund. The benefit of joining this larger fund is cost, simplicity, economies of scale and peace of mind.
Garnet Superannuation Fund is an Australian Prudential Regulation Authority (APRA) registered public offer fund, and provides members with two separate divisions – Accumulation and Pension.
“Our long term portfolio management philosophy is built on reducing risk and volatility and in so doing achieving sustained long term wealth accumulation.” John Clark Chairman Garnet Superannuation Fund
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