Advice you can trust

Personal Superannuation

The importance of your superannuation savings strategy should not be underestimated. If it is not already one of your biggest assets, it will most likely become one of them. How you invest your superannuation assets – what investments you choose, what fund you use – can have a significant impact on your retirement savings.

We can help you to:

  • make sure your super fund is appropriate for your needs
  • manage your asset allocation and investments
  • determine an appropriate superannuation saving strategy

If you are nearing retirement, you should be paying particular attention to your superannuation savings strategy. An appropriate strategy can save you a great deal of money in income tax payments, help boost your retirement savings and set you up for a tax-effective income stream in retirement.

Specialist Superannuation Services include: