Superannuation

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Superannuation is becoming an increasingly important part of people’s finances as it is one of the major investments held by most Australians, but is also one of the most complex. When used correctly however, superannuation can be a fantastic vehicle through which to build wealth and minimise taxation.

Superannuation provides tax reduction strategies and is one of the best areas for wealth accumulation for business owners, self employed persons and employees.

With the introduction of mandatory superannuation for all employees and the generous tax concessions that apply to superannuation this tax structure has to be considered for every investor.

Momentum look at all aspects of superannuation including contributions, insurances, salary sacrifice, transition to retirement, income streams and pensions. We are able to provide advice on appropriate superannuation funds including personal funds, master trusts, corporate funds and self managed funds.

Momentum are experts in developing strategies, from the very simple to the very complex, which will ensure you make the most out of the superannuation system. No matter what stage of life you are at, it pays to take an active interest in your superannuation. It will most likely be your biggest source of wealth in retirement, and will go a long way to determining what type of lifestyle you will have in retirement.

Testimonials

"Self-employed people often earn a decent income while working. However, without the benefit of employer-paid superannuation contributions often have little money to live on in retirement. Don’t rely on selling..."

Don’t neglect retirement savings
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Meet the Team at Momentum

David Gourley

Director / Financial Planner
Team Profiles

Newbrocom Pty Ltd (ABN 39 152 026 330) trading as Momentum Financial Planning is an authorised representative of Charter Financial Planning Limited, Australian Financial Services Licensee Licence number 234665.

 

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Momentum Financial Planning is one of a select number of businesses that has been awarded Certified Quality Advice Practice status by Charter Financial Planning. This programme sets an industry benchmark for providing high-quality financial advice. The certification is awarded based on industry qualifications, demonstrated best practise business operations and proven success in meeting the financial planning needs of clients.

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