Superannuation is something that will be affected by lifestyle and income changes and should be regularly reviewed. Our advisors can ensure you are taking full advantage of your super and that it is appropriate to your personal circumstances. The market is full of options, and you will even have various possibilities on your existing plan. Having the best plan for you will have a significant impact on your balance in the long term.
Our advisors can also discuss the viability of Self-Managed Super Funds for your current financial position. SMSFs have the potential to save you thousands by allowing more control over where your super is invested. High income earners, those with a high super balance, or those close to retirement, are good candidates for such a set up.
To discuss your superannuation options, and how to take advantage of this important investment, or to discuss the possibility of SMSF, call Acumon today on 4931 1100.