Momentum Financial Planning


Superannuation is becoming an increasingly important part of peopleā€™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.


Momentum Financial Planning


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