Superannuation and rollover advice

So many choices to fatten your piggy bank

Superannuation has become a compulsory part of our working lives and an essential part of any investment strategy. Superannuation is also a tax-effective way of accumulating wealth.

An often-overlooked area is employer superannuation funds. When you change jobs, you probably change funds.  It is more than likely that you have several superannuation funds, all incurring annual fees and charges.

Consolidating these into one single fund which offers a diversified range of benefits may be the most efficient, long-term management of retirement money.

Superannuation is complex.  It is essential you understand and control where and how your contributions are invested. We will explain your options and help you select the most appropriate strategy to maximise your superannuation benefits.

A variety of superannuation funds are available.  We can advise you on which is the most appropriate for you:

  • Industry Superannuation Funds
  • Master Trust Superannuation Funds
  • Retail Superannuation Funds
  • Corporate Master Trusts
  • Corporate Superannuation Trust
  • Self Managed Superannuation Funds
  • Private Superannuation Funds

Discover a Smarter Way to Plan for Tomorrow