No matter your age, now is the best time to work towards securing your financial future by considering the benefits of the tax-effective superannuation environment.
Appropriate superannuation management is crucial in maximising your lifestyle options after you retire.
We can walk you through the maze of regulatory requirements, and help you to decide whether a self-managed superannuation fund, employer-sponsored fund, industry fund or public offer fund, is best suited to your needs.
We will also advise you on how much you should regularly contribute to your fund.
Our experts can help you to decide what to do with your rollover, or any other aspects of your superannuation needs.
We begin with a no obligation and cost-free meeting to discuss your superannuation and retirement objectives, and outline how we may be able to help you to achieve them.
You can also download our Super at a Glance brochure, with the essential tips for managing your superannuation, transitioning to retirement, and optimising the income from your superannuation fund.
We are happy to assist you and to answer any questions you may have about our full range of products and services. To speak with an experienced Adviser, please dial 1300 582 256, call your local Patersons office, or contact us online. If you are a Patersons client, you can also contact your Adviser directly.