Superannuation

Superannuation is an investment vehicle that enjoys special tax treatment to encourage you to provide for your retirement, and it’s a useful tool to providing you with a regular income once you do retire. Most investments that you can hold in your own name can also be held within superannuation, such as cash, fixed interest, property or shares.

Our Financial Advisers guide clients on superannuation strategies such as salary sacrifice, personal contributions, consolidation of superannuation, investments and other tools which can help supercharge the growth of your superannuation.

Other important areas to consider when it comes to your superannuation are:

  • Retirement – will you have enough to retire on?

  • Investments – are your investments suitable for you and your goals?

  • Contributions – are you contributing enough?

  • Insurance – what would happen to your family if you couldn’t work or didn’t reach retirement?

We can help. Call us today on 1300 342 923
 

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General advice warning
This information may be regarded as general advice. That is, your personal objectives, needs or financial situations were not taken into account when preparing this information. Accordingly, you should consider the appropriateness of any general advice we have given you, having regard to your own objectives, financial situation and needs before acting on it. Where the information relates to a particular financial product, you should obtain and consider the relevant product disclosure statement before making any decision to purchase that financial product.

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