Superannuation Planning

By: More Than Numbers  25-Aug-2011
Keywords: Self Managed Superannuation, Financial Advisor, Smsf

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.

Keywords: Financial Advisor, Self Managed Superannuation, Smsf

Other products and services from More Than Numbers

25-Aug-2011

Investment Advice

 A customised investment solution that considers your goals and gets you on the path to wealth creation.


14-Aug-2011

Financial Advice

Taxation, Accounting and Financial Advice You are More Than a Number to us !!


14-Aug-2011

Tax Returns

Taxation, Accounting and Financial Advice You are More Than a Number to us !!


14-Aug-2011

Accounting

Taxation, Accounting and Financial Advice You are More Than a Number to us !!