Superannuation Consolidation & Advice
onePlan Financial Planning
Life Insurance, Income Protection, Retirement Planning
Superannuation (super) is an investment vehicle set up specifically to hold your retirement savings.
Depending on your super fund, you can invest in a wide range of underlying assets, including shares, property, bonds, fixed interest and managed funds.
In fact, you can invest in almost all the same assets you can access outside super, but with a range of attractive tax advantages.
The key difference is that super is restricted for use in retirement – so it’s not suitable for saving for pre-retirement goals.
Super is a good investment option for:
Savings made solely for funding your retirement.
People seeking to reduce their tax.
People seeking to hold suitable insurance cover to protect them and their family's lifestyle without impacting on their household budget.
Let us assist you in developing the best strategy for your retirement savings.
Cash Flow Management
, Developing Tax Effective Strategies
, Financial Advisers
, Financial Planning Advice
, Income Protection
, Life Insurance
, Planning Advice
, Preparing for Retirement and Managing Retirement
, Retirement Planning
, Super and Retirement Planning
, Tax Efficient Investments
, Wealth Protection