Narre Warren | Traralgon | Melbourne CBD (03) 8782 3768

Superannuation

Superannuation is likely to be one of the largest assets you will accumulate over a lifetime; but if you are like most people super only becomes very important when you plan on retiring.

We will look at everything from Self Managed Super Funds (SMSF), Small APRA Funds, Retail Super Funds, Industry Super Funds, Corporate Super Funds and Defined Benefit Schemes.

With hundreds of funds to choose from which one is right for you? What investments should you hold under Super? How much can you contribute? Does your  super fund offer insurance cover? What about those SMSF’s? What Fees am I paying? When can I access my super?

Superannuation is not ‘set and forget’

As you move through different life stages you should constantly review your superannuation to ensure that you’re not exposed to any unnecessary risks.

We work with you over the long term and constantly review this with you to ensure we are on track and not getting any nasty surprises along the way!

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