Superannuation

Curtis Hoad Superannuation Fund

ABN - 73 814 069 409

Curtis Hoad Superannuation Fund is the long term financial planning division of the Curtis Hoad Group.

This fund was set up in March 2010 for the group’s employees.

This fully compliant superannuation fund was put in place for the employee members of the Curtis Hoad Group. This is to enable them to plan and invest in their future.

With the careful planning, forward focus and structure of the fund, the employee members of the Curtis Hoad Group, in conjunction with the funds trustee can now have important input into the funds future and direction.

These are choices in which they can invest in their own retirement needs and requirements.

With sound advice from the funds financial planners, the employees have the ability to invest in their future needs. To be able to create wealth for their retirement but under the watchful eye of the super funds corporate trustee for guidance and security.

After careful review in 2009-2010 of the superannuation laws and SMSF rules and regulations, it was a careful but necessary decision to leave the conventional style of superannuation saving plans under management and move into the new and ever growing world of Self-Managed Super Funds (SMSF).

Since 2010 the SMSF arrangement has proved to be a great asset to the Curtis Hoad Group. The SMSF creates a great environment at a local level that allows the employee, manager and the funds corporate trustee to work together to monitor the super fund’s investment strategy and to plan and work together to cater for the employee’s future retirement requirements. 

Stuart Baxter - Financial Manager