SUPERANNUATION

Maximising your superannuation can potentially be the best financial decision one can make. Here at Milne Capital, we have the adequate knowledge and tools to enhance your choice of funds future growth whilst taking into consideration your personal wants and needs to ensure the advice given is tailored specifically to you.

You may have heard the term before, “lost superannuation”, well it’s more common then you make think. Milne Capital can help search for potential lost super and if found assist in consolidating your other funds into one to minimise fees.

MANAGED FUNDS

A Managed Fund is an investment fund run on behalf of an investor by a financial agent and is a very popular choice by the average Australian. When it comes to investing within your super, many wouldn’t know where to start, but by allowing Milne Capital to personally manage your fund, it provides a professional with proven results to keep your super in check.

BUY/SELL AGREEMENTS

A Buy-Sell Agreement more often than not is an agreement between the partners of a business providing the use of a life insurance policy to payout a partner or their estate in the tragic event of death or disablement of that partner. The other partners of the business acquire that persons shares without the financial pressure. Milne Capital have the adequate services to plan and prepare such agreements to help ease the pressure in the case of an unfortunate event.

RETIREMENT PLANNING

Retirement is a major event for most and being well prepared is arguably the best financial decision one can make. Making sure that you have a well set retirement plan, ensures that you are able to have and preserve the lifestyle you wish all throughout the retirement phase of your life. We have many retirement planning solutions here at Milne Capital and are excited to help you achieve your goals.