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Superannuation Planning

Superannuation Planning

Understand the ‘ins and outs’ of superannuation whether you are self-employed, an employee or a trustee of your own super fund, and understand effective ways of growing and managing your super money.

Are you making the most of your super?

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Personal Superannuation

Don’t forget to make the most of your superannuation. The more you can grow your personal super, the more you’ll have to retire on. Superannuation is what your employer puts away for you as well as any extra savings you put into your super. It is an investment into your retirement.

Financial advice on how much to add or how to have it invested is an important consideration to take.

Self Managed Super Fund (SMSFs)

Self Managed Super Funds (SMSFs) provide you with more control and decision making when it comes to managing your super like who are the members of your fund as well as the investment strategies to implement. It does also mean you are responsible for the compliance, tax and accounting part of running your own super fund.

Financial advice can help with investment strategy decisions and on superannuation contribution limits and other important factors.