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Tax

As Super is one of your largest long term investments, it is important to take control of it as soon as possible in order to get the most out of it later. Where you are in life will determine what strategy should be used to manage it. There is also a range of tax effective strategies that can be used to get the most out of your Super. We will help you choose the right fund for your financial strategy and help you to grow it and manage your retirement savings.

We will help you to :

  • Choose the right fund for your financial strategy
  • Check whether there are opportunities to take advantage of available super tax concessions
  • Help you to manage and grow your retirement savings
  • Top up your super with government help
  • Consolidate your Super funds to save fees
  • Ensure your beneficiaries are catered for
  • You can also choose to contribute your personal super to an independently managed superannuation fund or to a self managed superannuation fund (DIY fund). In this situation, you will be the trustee responsible for controlling the investment of contributions, as well as the payment of their benefits.


You can also choose to contribute your personal Super to an independently managed superannuation fund or to a self managed superannuation fund (DIY fund). In this situation, you will be the trustee responsible for controlling the investment of contributions, as well as the payment of their benefits. We will :

  • Provide guidance on Self Managed Funds
  • Help you consider your options and understand the laws and the risks
  • Check that your trust deed and investment strategy is properly tailored
  • Ensure you have sufficient assets and the right tools to manage it.


If you would like to find out more about your Super options, call us today.


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