I want to do something smart with my Super…

Being smarter about Super is a no-brainer.

It doesn’t always mean you have to get into the latest Crypto-currency or be fancy with share options or other stuff or taking more risk than necessary; it’s all about using the people and the resources around you. It’s more about making “more possible” by using the levers that you can control.

1 One of the key strategies for making your super work harder is getting all your super accounts together in one place. How many have you got? Most people have more than one super account – adding them together into one account can make the world of difference.
2 Get invested, save tax, make money. Whats not to like? Super is a very attractive lady because she receives very favourable treatment from the taxman, on the way and when you start paying yourself an income stream, it gets even better. The government offers these savings to encourage you to build your super assets.
3 The boss must pay super contributions on behalf of you if you are an employee. You can also chip in a few bucks from your before tax or even after tax money. It's very effective. And, now you can also get a tax deduction for your top up contributions. (up to the current $25,000 cap). Call us, and we can go over some real details on how good this is for you.

It’s a great deal, and a good way to start paying yourself first.

When should I get started on my retirement planning?

A very common question…

The day you start investing. Which means about 40 something or maybe 50 for some. Is it too late?

Lucky for you, your boss has been kicking in for a while so really by the time you start worrying if you can retire there probably is still some hope.

The secret is to get the data, how much you have got, how much you earn and how much you spend. How much you need and how much can you afford to invest…

We can help. Its important and the data will bring everything into focus. It can be challenging, but you will survive and be better for the experience.

So the sooner you start, the better. Call us and ask us how.

Do you want to know more?

Easy, for more information, hit contact us link or check our calendar.

Book an appointment