Superannuation is generally attractive because it receives favourable tax treatment, both when you are working and once you have retired. While the rules are complex and the jargon confusing our clients are empowered to take full advantage of the tax concessions available and avoid the common mistakes.
Some of the issues we help our clients manage include:
1. Superannuation strategies: To take advantage of available tax concessions.
2. Superannuation funds: Unlike many of our competitors, we have no barrow to push in terms of which fund you should have and whether or not a self managed super fund is appropriate for you, versus other types of super funds. Our advice is always in your best interests.
3. Future retirement plans: We begin with the end in mind. We ensure that your superannuation strategy is in line with, and flexible enough to respond to, your future plans as you transition into retirement.
4. Estate planning: Our clients have, or intend to have, significant superannuation assets. We ensure that you are in control of how your superannuation is distributed in a tax effective manner and minimise the risk of your superannuation ending up in the wrong hands.