Superannuation is simply a tax structure that allows you to pay less tax. Our motto is also quite simple, “Maximise your super”.
That being said, as within all things in life, within simplicity lies great complexity, the yin & the yang.
Superannuation is no different, and it is our aim to help you maximise your superannuation using a number of strategies, some more complex than others, but all of which are continually evolving through your life and changing Government legislation.
We offer a comprehensive range of superannuation services, whether you are just entering the workforce and in accumulation phase, transitioning to retirement or already retired and just wanting some peace of mind with your existing super fund.
– Making super easy to understand
– Contribution planning – maximising your contributions whether self employed, employee or spouse
– Superannuation consolidation
– Government co-contribution calculations
– Salary Sacrifice strategies
– Self Managed Super
– Platform and administration systems
– Transition to Retirement
– Pension and income stream options
– Insurance & estate planning within superannuation
– Monitoring ongoing asset allocation and performance of your super
– Centrelink planning and assistance
Many Australians are now finding Superannuation has become their main retirement nest egg, and it all comes down to ‘look after that egg’.
We are professional advisers, committed to looking after you financial affairs.
We are ‘ Looking out for you’.