We will review all of your superannuation arrangements to check if they will ultimately satisfy your retirement goals. In particular, we will assess the following:
· Are on track to retire with enough money to fund your desired lifestyle - for your entire retirement?
· Is your superannuation fund performing to expectations?
· Is the asset allocation appropriate?
· Are you employing the right fund managers?
· Are you contributing enough to super this year?
· Are you taking full advantage of the new rules for super?
· Should you make contributions for your spouse if they are not employed?
· Are there other tax effective strategies you should be using?
We can also advise you on all aspects of Self Managed Superannuation if that is appropriate for you.