– About –
Superannuation is one of the best ways to save and invest to fund your retirement. Super is also a tax effective investment structure for the accumulation of retirement savings and investments. It’s never too early to start planning and saving for your retirement.
Who should invest in superannuation?
Our superannuation advice and products represents a good offering for:
Wanting a greater return on their super savings than what is being returned on their industry superfund.
Retirees or near to retirement
Have established portfolio but seek greater control over their superannuation assets through establishing a SMSF.
Realises it’s time to get serious about super. Has enough in their industry fund to become an active participant in their retirement planning through a SMSF.
Why invest in your superannuation?
Our superannuation service is popular for the following reasons:
Active investing for your future
With the right advice, a SMSF can allow you to take control over your retirement savings.
You don’t have to go it alone
We can advise you on the suitability of a SMSF, refer you to a specialist to establish the SMSF and assist in the asset allocation within your fund.
Superannuation | Our services
We offer a number of superannuation services including:
Advice on whether a SMSF is for you
We can advise you whether a SMSF is suitable to you and refer you to an accountant to establish the fund.
Advise you on your ASX listed product selection
Assist your Financial planner in selecting the correct allocation of listed investments for you.
Provide you with comprehensive portfolio reporting
Enabling you to monitor your portfolio and provide your accountant and financial planner with comprehensive reports for tax time and retirement planning.
Getting the most from your Superannuation
We can refer you to a suitably qualified Financial Planner who can review your existing superannuation arrangements and recommend if changes would be beneficial. Advice can also be provided on setting up and managing a Self-Managed Superannuation Fund.
Superannuation is a tax effective investment structure for the accumulation of retirement savings and investments. It’s never too early to start planning and saving for your retirement.
Things to Consider about Super:
- Transferring your super to one account
- Making personal super contributions
- Super contributions caps
- Salary sacrificing
- Government Super Co-Contributions
- Check your super affairs annually
- Find any lost super using SuperSeeker
- Insurance through Super
- Seek personal advice