– About –

Superannuation

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:

Seasoned investors

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.

New investor

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:

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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 Advice

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

Want to discuss your options?

Get in touch