Low fee, quality superannuation…we’re excited!

Most people seem to put their heads in the sand when it comes to their super. The truth is, it’s going to hopefully become your largest & most tax effective asset (outside your family home). Super is fundamental to a good wealth plan; it is great for minimising tax, funding quality life insurance, building wealth and down the track you can enjoy a tax free income.

There’s one problem… excessively high fees are seriously damaging the retirement balances of most hard working Australians. On average we pay fees of 1.2 per cent on our superannuation account balances. Research suggests that higher fees are not justified by higher returns, instead they actually deliver lower net returns.
 

How we can assist;

• Consolidate your funds into one low fee account
• Help you achieve the correct asset allocation for your needs
• Create a tax efficient investment portfolio
• Assess the potential benefits of additional contributions
• Consider your need to access good quality life insurance
• Provide retirement projections