The RM Capital Personal Superannuation Solution is suited for you if you are looking to establish a fund with many characteristics of a private investment trust.

A minimum investment of $50,000 is recommended. We can help you establish your own superannuation fund, with up to four members. Onerous fund responsibilities, like record keeping, accounting and reporting are all taken care of. Your fund’s investment policy is tailored to your specific requirements and it may employ any combination of appropriate investment strategies, across any number of asset classes and financial products that best fit your objectives.

Ease of management, investment flexibility and the choice of retirement benefit options are some of the key benefits of the RM Capital Personal Superannuation Solution. Your RM Capital investment adviser will help you with fund advice, development and monitoring of your investment strategy, and the selection of appropriate investments.

As your retirement needs change we will work with you to ensure that your fund never strays from your objectives. During all phases, your investments are concessionally taxed, enabling you to retire with maximum entitlements to help fund your lifestyle. On retirement, you can select to receive a lump sum, pension or a combination of both.

In the event of death, your benefits may be paid to your estate, or spouse as a lump sum or reversionary pension.