Superannuation is an often-forgotten part of your wealth.  It shouldn’t be, it should be at the forefront of any financial discussion that you have.  It needs to be setup correctly and managed to ensure you get the most out of it for retirement.  We advise and review strategies for:

  • Industry Superannuation
  • Retail Superannuation
  • Self Managed Superannuation Funds

There are many things to consider and here are a few simple ones

  • Am I invested in an appropriate superannuation fund?
  • Should I be making additional contributions to help me reach my retirement goals?
  • Am I utilising the tax advantages of superannuation?
  • Am I invested in an appropriate asset mix?
  • Am I paying too much in fees?
  • Are my insurance policies appropriate?
  • Have I set up my beneficiaries correctly and is this appropriate for my overall Estate Planning Needs?

Do you have a Self Managed Superannuation Fund that could be doing better or are you are concerned about the fees you are paying.  Talk to us today.

As an Independent Financial Adviser, I receive no commissions from my recommendations. You will save money and we will concentrate on building your superannuation nest egg for retirement.

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