Superannuation is a tax effective way to save
for your retirement. Understanding how super
works can help you make the most of it,
whether you are just starting out, are close to
retirement or have already retired, its an
essential part to ensuring you have the lifestyle
you want in retirement.
Do you have multiple
super funds? While consolidating your super
into one fund has its advantages, there are also
important things to consider, like your
insurances, any termination fees and if your employer can contribute to your chosen fund. We can
help you explore your options and determine a solution tailored for your needs and objectives.
Thinking about making contributions? Salary sacrifice, Government Co-Contribution, Spouse,
Concessional or Non-Concessional? We can help you determine what’s right for you and formulate
a strategy to meet your future goals and ensure you comply with the relevant caps.
Do you know
where your superannuation is invested? We can help you understand your options and provide
tailored investment advice based on your financial objectives, your investment time frame and your
attitude to risk. It is also important to review your investments regularly to ensure they remain
relevant and appropriate for your goals.
Thinking about a self managed super fund? It is important to
understand that while there are numerous benefits to establishing an SMSF, there are also a
number of considerations and risks to be aware of, including trustee responsibilities, cost effectiveness
and insurance cover. We can help you understand what’s involved in running your own fund and determine if it’s right for you.
Meet The Team
Director - Financial Planning
Client Relationship Manager
Connect Financial Planning Services is a Corporate Authorised Representative (No. 1263442) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No. 223135.