Getting Your Super Sorted

Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. That's because some types of contributions you make, and the investment earnings on those contributions, are taxed at concessional rates.

Not only is super a tax effective way of saving and investing, but you can benefit from the effects of compounding returns.

Common questions to consider

Some questions you may wish to consider include:

  • When should I start contributing?
  • Should I salary sacrifice?
  • Are there benefits if I contribute for my spouse?
  • Are there benefits in consolidating my super funds?
  • How can I check whether I have any lost super?
  • When should I think about topping up my superannuation?
  • Can I take advantage of the Government's co-contributions?

How we can help

We can:

  • Review the performance of your current super fund in relation to your goals including how close you are to retirement.
  • Make recommendations about your super arrangements, based on your goals and circumstances.
  • Recommend alternative fund providers - superannuation products.
  • Review any insurance opportunities including buying insurance through your superannuation fund.

What to do next

If you want us to help you get your super sorted contact us today.

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Essex Wealth Group Pty Limited ABN 54 155 853 303 is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706

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General Advice Warning: This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.