Super is a long-term investment to help provide the lifestyle you want when you retire. It’s never too early to start building your wealth and planning for your dream lifestyle in retirement. Not all super funds are created equal. It’s important that your super is flexible enough to give you control, so you can structure your investments to match your own financial situation.
Our access to wide range of retail superannuation to deliver the same flexibility as an SMSF without the administrative burden, enabling you to take control of your super without the hassle.
How we can build your super
We offer flexible invesment solutions to suit the goals and objectives and monitor them on a regular basis. When changes need to be made to investment options or asset allocations we manage this for you and keep you informed via your Quarterly Investment Newsletter. We’ll also rebalance your Investment Pool regularly.
Consolidating your super (via rollover) into one account is easy and can be a great way to avoid paying multiple fees and keep track of
your retirement savings.
It’s important to form a strategy to make the most of the tax concessions, financial incentives and rebates. This will help to ensure your superannuation savings provide a comfortable standard of living in retirement. We provide advice on Transition to Retirement (TTR), Choice of superannuation, Self Managed Superannuation Funds (SMSF), Salary packaging (also known as salary sacrifice), and Retirement income streams
This website is published by Mantis Partners | Authorised Representative (ASIC ARN # 1281162) of Wealth Today Pty Ltd (AFSL # 340289)| Authorised Corporate Credit Representative (CCR# )of Finsure Finance & Insurance (ACL#384704) | Registered Tax Agents (Regn #26028525) of Tax Practitioner Board of Australia.
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