ODV Private Wealth | Services
“Our Value is Our Strategy”
Self-Managed Superannuation (SMSF)
Take control of your superannuation by establishing and managing your own fund. SMSFs allow you to directly choose the investments that matter to you, align them with your financial goals, and maximise your returns. We guide you through the setup, compliance, and ongoing management so you can make informed decisions every step of the way.
Separating superannuation and other assets after a relationship breakdown can be complex and stressful. Our team provides clear guidance and support to ensure a fair and equitable split of assets, helping you navigate the process with confidence while minimising tax implications and legal complications.
Super SA – Triple S, Lump Sum & Income Stream
We provide strategic advice for South Australian State Government employees, helping you make the most of unique Super SA options. Our guidance ensures you understand the benefits, contribution strategies, and retirement options available to maximise your wealth in a way that aligns with your goals.
Deciding on aged care options requires careful consideration of finances, government assessments, and personal circumstances. We guide you through ACAT assessments, asset structuring, and placement strategies to ensure you or your loved ones receive the best possible care and opportunities available.
Significant Investor Visas (Subclass 188 Visa)
For clients with significant investable assets seeking to make South Australia their home, we provide structured advice on investment requirements, minimum timeframes, and financial planning strategies to support a successful visa application.
Whether you are a first-time investor or experienced in the market, we provide personalised guidance and investment strategies to help you build a diversified, tax-effective, and income-generating portfolio. We offer both advisory and non-advisory services and remain by your side through all market cycles to ensure you feel confident and supported.
Are you a business owner or investor unsure if your affairs are structured correctly? We review your business and personal structures to ensure they are efficient, compliant, and positioned to grow your wealth. Our practical advice can help reduce your tax obligations, protect your assets, and provide clarity for future financial decisions.
PSS, CSS & Defined Benefit Super Schemes
Federal government super schemes have many complexities, and we work closely with clients to ensure they fully understand their entitlements, contribution options, and retirement strategies. Our goal is to position you to make informed decisions that optimise your retirement outcomes.
Understanding Centrelink entitlements and maximising benefits can be confusing. We provide guidance on social security strategies, helping you access the payments you’re entitled to and integrate them into your broader retirement and income planning.
Return to Work (WorkCover) Redemptions
Navigating WorkCover or Return-to-Work redemptions can be complex. We provide professional guidance to help you understand your payout options, optimise outcomes, and make decisions that protect your long-term financial interests.
Structuring your business or personal wealth through trusts or companies can offer significant tax and asset protection benefits. We work closely with legal and tax specialists to design structures that suit your individual circumstances, giving you the tools to grow your wealth and protect your assets efficiently.
Planning your estate is about more than just preparing a will — it’s about ensuring your wealth is distributed according to your wishes and that your loved ones are cared for. We provide detailed advice on creating binding death benefit nominations, managing superannuation and life insurance benefits, and organising your assets to minimise unnecessary taxes or legal complications. This gives you peace of mind that your legacy is protected.
Pre- & Post-Retirement Planning
Transitioning to retirement involves important decisions about income, super, and investments. We provide detailed planning and modelling for both pre- and post-retirement, helping you maintain financial security, maximise your benefits, and structure your assets to support the lifestyle you want.
Protecting your income and lifestyle is crucial. Our team provides tailored advice on life insurance, income protection, and other risk solutions to safeguard you and your family against unforeseen events. We help you make informed decisions so you can have peace of mind in every situation.
Building lasting wealth requires a sensible, structured approach. We help clients invest intelligently, generate tax-effective income streams, and plan for long-term growth while providing clear guidance through all stages of the economic cycle. Our strategies are designed to grow your wealth safely and sustainably.