HOW WE CAN HELP
With its statutory requirement it’s likely that your superannuation is going to be one of your most significant financial assets (outside your family home) at retirement so it’s important to take it seriously.
Superannuation planning can be a complex and nuanced area and requires close attention to ensure you are on track to achieving your desired retirement lifestyle.
Do you know how your superannuation funds are invested? Have you considered your superannuation options? Do you know what the difference is between an Industry Super Fund, a Retail or Wholesale Super Fund, or a Self-Managed Super Fund offering? Have you considered what will happen to your superannuation if you were to pass away? Who will receive it, how will it be taxed?
We will assist you with strategies that aim to maximise your retirement benefit, as well as coach you though the myriad of superannuation options available to you.
SELF MANAGED SUPERANNUATION
Is a Self-Managed Superannuation Fund right for you?
Are you considering a Self-Managed Superannuation Fund? If so, it is important to discuss the benefits and disadvantages of this structure with a financial adviser to ensure it is appropriate for you.