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Superannuation

Superannuation

Did you know that for the year in 2013/14 the average balanced super fund recorded an average of 13% returns? [Source: Super funds set for another double-digit year, Australian Financial Review, 30 June 2014]

Your superannuation is your future and the sooner you take control, the better!

Superannuation is constantly changing in Australia, becoming more complex and yet more important than ever. LIFE Financial Planners has the expertise to ensure your super works it’s hardest for you.

The decisions you make today can have a real impact on your lifestyle in retirement. We can help you:

  • Tracking down your lost super. There is over $18 billion worth of lost super in Australia. Some of it may be yours.
  • Choosing the right fund for your needs.
  • Tailoring and regularly reviewing an investment strategy for you.
  • Working out how much you need to contribute over your working life to achieve your desired retirement outcomes.
  • Taking advantages of the various concessions and tax advantages that exist such as salary sacrificing and contribution strategies.
  • Using your super to tax effectively provide for you and your family in the event of misfortune.
  • Ensuring your super benefits go to the right people at the right time in the event of your passing.

See also:

Self Managed Super Funds

Retirement Planning

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