Superannuation Advice
Unlock the full potential of your superannuation with personalized advice, smart strategies, and a plan designed for your unique future.
About
Understanding Your Super
Superannuation is a crucial component of the Australian retirement savings system, designed to ensure individuals have enough funds to support themselves once they retire. It involves contributions made by employers and, in some cases, employees themselves, which are then invested and managed within a super fund. These funds are generally preserved until you reach a condition of release, most commonly upon reaching retirement age, typically between 55 and 65 years old.
Superannuation offers significant tax advantages, with contributions and earnings taxed at a lower rate compared to other forms of income, which can significantly boost long-term savings. The rules surrounding superannuation are complex and subject to change due to government regulations, making it important to stay informed about the latest developments.
Seeking expert advice is key to ensuring your superannuation strategy aligns with your retirement goals, as the right investment choices and contributions can have a lasting impact on your financial future.
Retail & Industry Super Funds
Retail super funds are managed by financial institutions, while industry super funds are run by unions.
Self-Managed Super Funds
SMSFs are self-managed super funds where individuals control their own retirement investments and decisions.
Superannuation Investment Platforms
Provide control over retirement funds, offering investment options, and financial management features.
Insurance
Personal Insurance
Understand the differences between the different insurances that are provided by Superfunds and let us assess which ones are in the best interest of your home.
Personal insurance is an essential aspect of financial planning, offering critical protection for you and your family in the event of unexpected circumstances such as death, disability, illness, or injury.
The type of insurance you choose depends on the level of coverage you desire and what is necessary to secure your family’s financial future.
Different policies, such as Life insurance, Total and Permanent Disablement (TPD) insurance, Trauma insurance, and Income Protection.
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Frequently asked questions
Find quick answers to common questions about our services, process, and overall dedicated client support team.
How do I know if my super fund is right for me?
How should my investments be structured?
How much personal insurance cover do I need?
How much do I need to retire comfortably?
Do I need an estate plan if I already have a will?
What is a Transition to Retirement strategy and is it right for me?
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