Transition To Retirement
We are Australia’s pre-eminent experts on the Transition to Retirement strategy, having run millions of scenarios and calculations over the last 3 years. We have been teaching other advisers and accountants on this subject for years, and we have intricate knowledge to maximize your Transition to Retirement benefits. Read More

Retirement Planning
Ward Financial Group specialises in all aspects of superannuation and retirement planning. Our most common services include:

 • Transition to Retirement
 • Making use of Salary Sacrifice & Contribution Caps

 • Transferring Assets into Super
 • Structuring Pensions
 • Aged Care and Centrelink Eligibility
 • Income & Asset Projections

Click here to read more about Retirement Planning

Self Managed Super Funds
Ward Financial Group are experts in all aspects of SMSFs, from establishment and investment through to pension creation, and portfolio administration.

We also have a range of accountants who we can arrange to do the fund return and audit if required, although we can also work with a client’s existing accountant. Read More

To find out more information, please choose from one of our menu options on the left.