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Further Information
Superannuation
54/11
Investments
Insurances
Superannuation

Your retirement savings may need to last more than 20 years, so making the most of your superannuation is important. Where and how your superannuation is invested can make an enormous difference to the lifestyle you enjoy in retirement.


What Do I Need To Think About?
Superannuation is a complex area. Before making any investment decisions it is important to seek professional financial advice. Our Financial Planners can help you consider how to make the most of your superannuation before and after you retire.

 

Some things you may need to consider include:
Bullet Whether to choose short- or long-term investments.
Bullet How to achieve good returns with low-risk investments.
Bullet Investing elsewhere, to provide you with funds until you can access your superannuation.
Bullet What to do with your superannuation when you retire.

 

By salary packaging your superannuation, you can reduce the amount of tax you pay, helping you to make the most of your income.

 

How Much Superannuation Will I Need?
The amount of superannuation you need will depend on when you choose to retire, your lifestyle and financial commitments, and what other assets you have.

Our Financial Planners can help you work out your retirement and investment goals.

How Do I Find Out More?

To arrange a consultation with one of our experienced Financial Planners, call 1300 654 193.

What Else Can You Offer Me?

If you are considering taking up the 54/11 retirement option, we can help you weigh up your choices.
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Latest Case Studies
February 2006 Superannuation Case Study
View Article

With three teenage children and their own retail business, Margaret and David don’t have a lot of time to devote to their future finances. At 55, they don’t plan to retire any time soon, but have...

View complete Case Study Listing
BSB Number - 704 191
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