Don’t neglect retirement savings

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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 your
business to fund your retirement. Without your involvement, your business
may not be worth as much as you hope, or may be difficult to sell when it
comes time to retire. Instead, think about building up your superannuation to
help fund your desired lifestyle in retirement.
Superannuation is an extremely tax-effective way to save for retirement.
Contributing to super can also reduce how much tax you pay today.
Self-employed people could potentially claim a tax deduction of up to $30,000
each year for contributions into superannuation (or $35,000 annually if you
are aged 50 or over). This is an effective way to minimise your tax today while
building your retirement savings for the future.
Remember to make your contributions before 30 June to claim them as tax
You may also be eligible for the government co-contribution?


"Hi Shane and Team As clients and long term business owners we have always received exceptional service and advice from the Momentum team. Regular financial planning reviews and immediate assistance..."

Glenn and Narelle Soper – Coffs Harbour
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Meet the Team at Momentum

Donna Hale

Office Manager
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.



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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