Superannuation remains a most important component of retirement planning and wealth creation.
We constantly see people who have been poorly advised on superannuation issues and are not adopting basic strategies available to them e.g. utilising the tax benefits of allocated pensions, appropriate non-lapsing, binding death benefit nominations.
Our team is pro-active in highlighting actions required to maximise the benefits available from properly structured superannuation strategies. We believe in working co-operatively with our clients’ existing advisers or, where necessary, utilising the services of proven superannuation experts with whom we have developed close relationships.