Superannuation

Even our most sophisticated clients feel put off by the complexity of the rules that go with using superannuation. The rules are different for employees, and employers, for self-employed and for the unemployed. The are “Pre 83” and “Post 83” monies, Undeducted Contributions, Deductible Contributions, Salary Sacrifice and 100 other terms that leave people uncertain about what’s right and what’s not.

Fortunately, we’ve been helping clients with superannuation from when the rules were simple (yes, there was a time!), so we’ve seen the changes and can help you navigate your way through the maze that superannuation has become to get the most effective results.

By calling (02) 9997 6787 to make an appointment, we can then help you understand which rules apply to you and provide advice on the best way forward. After all, the whole purpose of superannuation is to provide the largest amount of funds possible for your retirement.

If you’re fortunate enough to have to consider the limits of superannuation – the Reasonable Benefits Limits, we can help there to. Once again, it is by having a thorough understanding of the rules that affect these matters that we can help you attain the best results possible for your circumstances.

By getting a thorough understanding of your current position, your attitude to investing, your ultimate objectives and then providing that education, we should be able to agree on how Future Funds Pty Ltd can help you. Before agreeing to proceed you will know exactly what your costs will be. We will put our recommendations to you in writing, including a plan of action, a further disclosure of what your costs would be and what we receive for providing the advice. Our office will also assist in implementing the advice, and we provide regular reviews to ensure you remain on track to achieve your objectives.