Superannuation

Your superannuation fund is likely to be your greatest asset (aside from the family home) as you approach retirement, yet many people pay little attention to the money held in their fund or how it is invested.  Although you may not be able to access your super savings until you reach preservation age, it’s still your money so it’s important to make sure it’s working hard for you.

The Federal Government provides a number of incentives to encourage Australians to save for their retirement using the superannuation environment, so we will investigate whether you may be able to take advantage of these incentives to boost your super savings. We can also review your existing superannuation arrangements to see whether they could be more appropriately structured to your life stage, your particular circumstances, and what we call your retirement timeframe horizon.

For those with a degree of financial acumen, you may wish to consider a self-managed superannuation fund (or SMSF). SMSFs generally offer greater flexibility and control over investment choice, and can be appealing to small business owners as they offer the ability (subject to certain conditions) to purchase business premises using the SMSF.

We often find that many new clients are unaware of the various opportunities that exist when it comes to superannuation.

To find out more about our approach, please contact us.

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Prestige Wealth Partners