Superannuation
If there’s one thing we can guarantee it’s changes to superannuation law. But it’s so important isn’t it? In fact, one of our most important jobs is to guide our clients through the complex areas of superannuation to reduce their taxes and boost their retirement savings.
Whether you have a self-managed super fund or not, our advisers are well placed to give industry-leading advice. Our well educated, degree-qualified advisers (many with Masters’) can save you thousands in tax and ensure your superannuation portfolios are “actively managed” through conservative investment strategies to give you the returns you need and deserve in retirement that is appropriate to your risk profile.
Superannuation law in concert with taxation law constantly changes and in each annual budget we have a number of major changes that can affect your situation and retirement situation. Stop worrying because the advisers at Henderson Maxwell are specialists in superannuation and retirement planning.
We know all there is to know about;
- Latest changes in super law and how they affect you
- Superannuation income streams
- What sized lump sum you need to produce a required income for life
- Superannuation contribution limits
- How to reduce capital gains tax when selling assets and putting money into super
- Transition to retirement income streams
- Salary sacrifice, spouse contributions and co-contributions
- How obtain a Centrelink Pensions and what concession cards you are eligible for
- Ensuring your binding nomination forms are up to date
- Making sure your trust deed is up to date
- Setting up and administering SMSFs through our administration service
…and much much more.
For more information on how we advise on superannuation, speak to an adviser on 1 300 665 439 or book an appointment now.