Superannuation & Retirement Planning
It’s never too early to start…
Superannuation is the most tax-advantaged option for investing your funds for retirement. When you retire, all the earnings from the first $1.6 million are tax free, so it’s a great way to maximise your money.
The important thing is to start planning now. The sooner you start, the easier it will be.
How much income will my super provide?
Download our free calculator.
Understanding your situation
There are three types of super:
An industry superfund
These are not-for-profit mutual funds, originally established to provide for workers from a specific industry, but now open to all.
A retail superfund
These are usually run by banks or investment companies and offer a wide range of investment options, including low cost alternatives.
We will take you through all the options and help you decide which is the right plan for you.
How we can help
We can start by helping you calculate how much money you will need to maintain the lifestyle you want to lead during retirement.
We will then forecast what the value of your existing savings and investments will be when you retire and create a realistic plan to bridge any gaps.
Once the way forward is agreed, we can help you with the implementation of the plan.
Of course, the sooner you start, the more time you will have to maximise your money, so you shouldn’t delay in seeking advice.
Do you need help with planning for your retirement?
Speak to an expert today.
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The popularity of SMSFs continues to grow. However, taking on the role of trustee means there are responsibilities you must act on. If you don’t, you risk your fund being non-compliant or may suffer terrible consequences for your estate.
"We want to eventually retire to the coast so we will buy a property in our self-managed superfund and rent it out in the meantime. The value of the property will rise over time and when we’re ready to retire we’ll just move in.” We’ve heard this statement many...
Anthony Picone & James Weir, Directors and Co-Founders of Steward Wealth, have been named as ifa Excellence Award finalists for SMSF Adviser & Industry Thought Leader of the Year.