Securing Your Financial Future

Why is Super important?

Superannuation is a tax advantage strategy for accumulating retirement savings through contributions from your employer and yourself. The government also adds to your super through rebates or tax deductions. It's a retirement investment with numerous benefits, allowing you to build a nest egg for the future.

Let us work with you in maximising your superannuation benefits.

How tax-effective is Super?

Contribute $1,000 to super and receive $500 from the ATO (50% return).

Your spouse contributes $3,000 to Super to gain a tax refund of $540 (18% return)

Personal Super contributions are accessible ($50,000) to purchase a First home.

Beware of the caps

There are caps on the amount of concessional (before tax) and non-concessional (after tax) superannuation contributions you can make each year.

Contact us for more information on concessional and non-concessional superannuation contribution caps.

Clever Super strategies to consider

Consolidate your Superannuation.
Keep track of your money and pay less fees.

Boost your Superannuation.

Making extra superannuation contributions can help boost your retirement wealth and save on tax.

Salary Sacrificing.
Agreeing with your employer for some of your pre-tax salary to be paid directly to your Super fund.

Take a long-term view.
Superannuation is generally a long-term investment for your retirement future.

No Consultation fees
No Financial plan fees
No Initial fees