When your investments are managed, the results are even greater.

Making the most out of your money

Superannuation has been specifically designed and endorsed by the Federal Government as the preferred way to save for your retirement and has added tax benefits that make it particularly attractive.

Superannuation funds that comply with Australian law receive generous tax concessions which provide an incentive for you to save for your own retirement. Your account balance generally consists of contributions from your employer, your own personal contributions and earnings from investments. Most superannuation funds will allow you to select how your money is invested and will usually offer a selection of investments based on local shares, property and or fixed interest. As different asset classes offer different levels of risk, it’s important to choose wisely and get advice to help you determine what is right for you.

Superannuation advice

There are many reasons why you may utilise our investment management services. Security selection, asset allocation, expected returns risk and time horizons. The most common reasons clients use this service is because they:

  • Personal Superannuation
    whilst working you receive Superannuation contributions from your employer to help fund your retirement. You can choose how this money is invested based your objectives. Depending your tax and cash flow position there are additional strategies that can be used to accelerate the growth of your balance.
  • Self-Managed Super Fund (SMSF)
    provide you with even more control and decision making with managing your superannuation. You have the ability to determine who are the members and the investment strategy to implement. You are responsible for the compliance, tax and accounting of your own super fund. We can provide advice and direction on the investment strategy, underlying investments, and contribution strategies to ensure you are maximising the potential of your SMSF.

Superannuation strategies

There are several superannuation strategies that can be used to grow your super, they include:

  • Personal Deductable Contributions
  • Salary Sacrifice
  • Non-Concessional Contributions
  • Cash Out and Re-contribution to Super
  • Co-contribution
  • Super Consolidation
  • Downsizer Super Contribution
  • Splitting Superannuation Contributions
  • Spouse Contributions

Find out more

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