Put simply, super is money invested by you or on your behalf, into a fund set aside for your retirement.
The benefits of superannuation
To provide retirement funding
Tax-efficient savings for retirement
Can provide an income stream in retirement
Tax-effective options for personal contributions
To provide life insurances
Every scenario is unique
Your superannuation position is unique to you. We can help you optimise your superannuation benefits with other potential income sources such as from your personal investments and age pension.
Questions to ask yourself
Should I contribute to super or pay off my mortgage?
How much tax deduction can I get?
When can I access my super?
Am I on the right investment pathway for my financial goals?
Should I have insurance in my super?
Do you have a death benefit nomination for your superannuation?
Get in touch
Start planning for the future today by optimising your superannuation with us. Fill out our form below and we’ll be in touch shortly
We believe in an educational approach to Financial Planning, with our client's best interest being the focus of our advice.
