Superannuation Arrangements
We will review all of your superannuation arrangements to check if they will ultimately satisfy your retirement goals.
In particular, we will assess the following:
- Are you on track to retire with enough money to fund your desired lifestyle – for your entire retirement?
- Is your superannuation fund performing to expectations?
- Is the asset allocation appropriate?
- Are you employing the right fund managers?
- Are you contributing enough to super each year?
- Are you taking full advantage of the current rules for super?
- Should you make contributions for your spouse?
- Are there other tax effective strategies you should be using?
We can also advise you on a Self-Managed Superannuation Fund (SMSF) if that is appropriate for you.
Superannuation Health Check
To make an appointment for your Superannuation Health Check, please contact us today to discuss how we can work with you.
Damian Jenkins is an Authorised Representative of Australian Unity Personal Financial Services Limited (AUFP) ABN 26 098 725 145, AFSL 234459. This information has been prepared by AUPFS. The taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on current laws and their interpretation.
This information has been prepared without taking into account the investment objectives, financial situation or particular needs of any particular person. Because of this you should, before acting on it, consider its appropriateness, having regard to your objectives, financial situation and needs.
