THE SMART WAY TO INVEST

Superannuation is still one of the most tax effective ways to save for your retirement. Strategies to boost your superannuation can help develop a financial plan specifically designed to suit your needs and goals, making sure that your investments and protection arrangement for your family are appropriate to your individual situation.

We provide targeted strategic advice to suit your circumstances

Your superannuation is your future

Your superannuation is vital for providing an adequate income in retirement. However, with compulsory employer contributions at a small percentage of your salary, you may need to contribute extra in order to live the life you want in retirement. 

Benefits of Superannuation

• The most tax effective investment available
• Ease of management throughout retirement
• Concessional Centrelink assessment
• Potential eligibility for government co-contribution and eligible spouse contribution rebates
• Flexibility
• Liquidity
• Greater diversification
• Protection from creditors
• Estate planning flexibility
• Tax effective and improved cash flow outcomes by holding insurance cover inside superannuation
• An effective vehicle to accumulate longer term wealth with concessionally taxed contribution through salary sacrifice
• Full tax deduction for the self-employed for concessional contribution up to relevant caps

Let the team at Maclean Partners Financial Services take the hard work out of establishing your retirements goals and implementing tax effective strategies to achieve them. Take the first step now... 

Financial Planning Concepts Information Sheet:

• Superannuation
  

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