Superannuation or “super” is a retirement savings plan that involves investing a portion of your income in an investment fund, which can be accessed once you reach your preservation age or when you meet a condition of release.
HOW AN ADVISOR CAN HELP
Navigating the complex and ever-changing landscape of Superannuation can be confusing, getting advice can help clients implement the right strategies to secure their financial future.
Increasing your funds for retirement and ensuring you have enough to last does not happen by accident. We will conduct a review of your existing superannuation to ensure that your investment approach supports your stated goals and does not expose you to unnecessary or excessive risk. Changes to the superannuation system rules including contribution limits will need to be reviewed at least annually.