Archive for the ‘Superannuation’ Category

Find your lost superannuation for free

Do you change jobs regularly? Do you have multiple superannuation accounts? Have you forgotten your account details or misplaced your information for one or more super funds?

If you do, the chances are you can find them using the ATO’s free SuperSeeker. All you need is your name, date of birth and tax file number.

Also, if you do, then the chances are you are paying a lot of management fees for your various super accounts.

Let Prestige Wealth Partners consolidate and simplify your superannuation benefits.

Man looking through grass.
Have you lost your super details?

Transition To Retirement Income Streams (TTR)

Transition to Retirement Income Streams Are you approaching retirement?  The years before you retire can be challenging. While you are probably looking forward to having more time to do the things you enjoy, you may not be ready to stop working.

Many people are also concerned about whether or not they have saved enough super. A transition to retirement strategy can help you ease into retirement and boost your super in a tax effective way.

Intro to Self Managed Superannuation Funds (SMSF)

Self managed superannuation funds (SMSFs) have become increasingly popular. While establishing an SMSF can give you greater control and flexibility when planning for your retirement, they also have extensive administrative and compliance requirements.

It’s important to understand more about SMSFs to determine if this option is right for you.

Senior Couple Exercising In Park

Superannuation Basics: What you have to know

Superannuation is a specialised type of investment designed to help you accumulate a significant level of savings for your retirement.

To encourage you to save for retirement, the government provides special tax advantages for super investments.

Prestige Wealth Partners can help you maximise your superannuation for retirement whilst minimising your income tax.

Couple Eating Dinner At A RestaurantSuperannuation is extremely important for your future quality of life