Superannuation & Self Managed Superannuation Fund Services
The steps you take with your superannuation today can have a significant impact on the quality of your future.
Superannuation is your money, and that makes it worth your while taking an active interest in your super throughout your working life.
As your financial adviser I can help you track down lost super; ensure your super is invested so that your superannuation fund reflects your goals and life stage; and check that your employer’s superannuation guarantee payments are up to date.
Your choice of superannuation fund matters. Many funds charge high management fees that eat into your retirement savings. I can recommend the fund best suited to your needs, and help you roll any lost superannuation into your main super fund.
I can also show you different ways to make superannuation contributions – there can be benefits available today as well as tomorrow.
Is a Self Managed Superannuation Fund right for me?
If you want more direct control over your superannuation, and where your money is invested, I can explain whether a self-managed superannuation fund (SMSF) is the right option for you – the steps and costs involved, and if appropriate - how to get started.
Only a certified specialist financial planner, like myself, can offer SMSF advice. Don’t leave your super until it’s too late. Call me today on 0416 098 671 and let's chart your course for a rewarding future.
Quick videos about super
Watch these two short videos which explain a little more about superannuation and whether a self-managed superannuation fund might be the right approach for you to take.