Self-Managed Super Funds
A superior retirement vehicle, offering control, transparency and cost effectiveness
Super is one of the best ways to save for your retirement simply because of its favourable tax treatment.
We work closely with you to determine what, where and how to invest.
Aged Care Planning
The journey into aged care may seem daunting for you and your family
The aged care system in Australia is a complex system and can be difficult to navigate.
Our team will work with you to retain control and choice over aged care planning and decisions.
Retirement Planning
Securing your financial future and the resulting peace of mind, is key to a fulfilling retirement
We’re here to help you create a wealth management strategy to maximise your retirement savings and match your retirement goals.
Keep-It-Simple SMSF
Our ‘no advice’ solution to cost-effective SMSF administration and compliance services.
We’ve tailored this service for do-it-yourself SMSF trustees who prefer to keep things simple – people who want the control and transparency that self-managed super offers, and prefer simplicity when it comes to investments and running their fund.
Estate Planning
Giving you peace of mind knowing that your financial affairs and estate are in order
Effective estate planning is vital to ensure that all of your financial assets – not just those included in your Estate – are organised in a tax effective way
Loyal, long term clients
McEwen Investment Services opened its doors in 1994.
Today, we remain a locally and privately owned Financial Planning & Investment specialists providing a boutique service to our clients on the Sydney North Shore.
Our specialist experience in self managed superfunds, aged care planning and wealth planning, combined with our individualised service and professional fund management, has meant we’ve built a strong base of loyal and long-term customers.
How to upsize your super when downsizing your home
If you’re thinking of selling the family home, you could benefit from the downsizer rules. But before making any plans, be sure to understand the rules and any potential impacts.
After-tax contributions and the bring-forward rule
The ‘bring-forward’ rule allows super members to make up to three years’ worth of non-concessional (after-tax) contributions in a single year by bringing forward the caps of the next two years. Be sure you understand the bring-forward rules before triggering them.
How to boost your super and lower your tax
Tax deductible super contributions can help boost your super and lower your tax at the same time.
How to share your super with your spouse
Tax deductible super contributions can help boost your super and lower your tax at the same time.
How to make the most of carry-forward contributions
It used to be a case of ‘use it or lose it’, but the carry-forward concessional contributions rules now give more flexibility to prevent people falling behind in their super savings.
Grow your Super – with help from the Government!
Let the Government help you grow your super using the super co-contribution scheme. Learn about the scheme, whether you’re eligible and how to claim it.
Contact Us
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McEwen Investment Services






