Superannuation

Did you know there are limits to how much you can contribute to your superannuation in a year? It may not be your job to know, but it is ours.

We can help you maximise your superannuation savings

While you are working it is important to regularly review your superannuation contributions to ensure you are saving enough to fund an enjoyable lifestyle once you enter retirement. The Australian government provides generous tax incentives to encourage us to invest into our superannuation. Understanding how to best take advantage of these incentives is where we come in.

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We understand the value of living comfortably

We develop recommendations that help maximise your retirement balance. For example; you might consider setting up a salary sacrifice arrangement with your employer; taking advantage of your pre-tax salary potentially reducing your income tax bill at the end of the financial year. By taking a step back from your current situation, and starting at the end and asking what sort of a lifestyle you want in retirement, we are able to provide you with advice on how much you need to contribute and how best to maximise your balance to get you ready to retire when you choose.

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