Superannuation Advice

Superannuation has tax concessions in both accumulation and pension phase which make it an important part of financial planning for employees, self-employed and retirees alike.

We help work through the different types of superannuation contributions available to you and the caps that apply.  Good superannuation advice is just as much about avoiding costly mistakes as it is taking advantage of the right options such as:

  • Salary sacrifice,
  • Spouse contributions/splitting,
  • Co-contributions,
  • Personal contributions (concessional or non-concessional)
  • Downsizer contributions.

If you have or are considering a self-managed superannuation fund (SMSF) then we can help you assess whether it is right for you, and to set up and maintain one going forward.  We also work with retail super funds, employer funds, government schemes and industry funds.  In short, it’s about what works for you, not what works for us!

Request an appointment for Superannuation Advice

Latest insights

As you approach retirement, it's natural to feel a mix of excitement and apprehension. After all, this is a significant life transition that requires careful planning and consideration. Here are some key points to keep in mind as you prepare for this new chapter, and why working with a financial planner can make all the difference.
In 2023 after 8 years in the industry I embarked on the journey to become a registered Financial Adviser. Completing my professional year in early 2024 was a significant milestone, since then I've had the privilege of directly helping people from all walks of life in navigate the complexities of personal finance. The journey so far has been rewarding but not entirely what I expected it might be.