- Will you be one of only 8% of Australians who reach financial independence or will you rely on the Governments Aged Pension?
- Did you know if you are 55 or over there is a great opportunity to maximise tax effectiveness? Don’t miss this opportunity!
- Have you nominated your beneficiary for your Super? Your Will is not enough!
Our advice will include information on the most appropriate investment structure for you based on your risk tolerance, the most tax effective structure, assessment of any insurance and their relevant premiums and advice on appropriate death beneficiary nomination.
We will review your superannuation strategies at least annually to ensure you are aligned for your retirement goals making any necessary changes if required. Finally, we will also keep you informed of any changes to government regulation that may affect your superannuation.