Superannuation

The main goal of superannuation is to ensure that you have enough income in your retirement to enjoy your life after work. Many people think that superannuation is a complex minefield of paperwork and regulation, but with Partners In Wealth organizing your super we can simplify and maximise your investments so you can live the way you want to during your retirement with the minimum of fuss and bother.

We can assist with:

• Selecting the appropriate investments and establishing an Investment Strategy for your funds

• Advising on and arranging an dy life insurances that may be available through your fund

• Investigation and reporting on any existing funds concentrating on areas such as fees, investment strategy and structure

• Ensuring that contributions into your fund are sufficient and are made in the most tax effective manner

• Administering or managing your fund on an ongoing basis

• Providing Arranging compliance services, such as tax returns and audits for SMSF's

• Advising on and establishing appropriate forms of income streams from super, such as allocated pensions

• Considering and advising on Estate Planning ramifications of having money in super

• Centrelink benefits and taxation issues

As you can see, arranging superannuation can be a daunting task, but with Partners In Wealth simplifying matters for you your superannuation will be streamlined to give you the most out of your money into the future.

For an idea on what you need to support a comfortable lifestyle when you retire, please click here to view the FIDO super calculator. This works for the most common type of fund, called an accumulation fund.

(the calculator will not work for defined benefit funds. requires Adobe Flash Player - for more details, please visit the FIDO website)