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Did you know... Super Consolidation
Superannuation & Retirement Planning

After working hard over the years, we all look forward to a comfortable retirement. PlanSmart Financial Advice can help you achieve your retirement goals.

super

 

As an employee, under the Superannuation Guarantee Scheme, you employer is required to provide a minimum level of superannuation support to employees. Currently, the minimum level of superannuation employers are required to pay is 9.5% of your gross quarterly income into a complying superannuation fund on a quarterly basis.

As with most working Australians, over the years we change jobs and with each job that we change, our new employer will set us up into a new superannuation fund. Therefore we all end up with too many superannuation policies and we lose track!

PlanSmart can help you;

  • Consolidate Superannuation accounts into one easy to manage account

  • Fee comparison to ensure you pay minimal fees

  • Assist with the setting of Financial Goals, making them realistic and achievable

  • Ensuring you have an Investment strategy that is in line with your Financial goals

  • Retirement Planning and Transition to Retirement

Retirement planning should start as soon as possible after you start working because the longer you delay, the fewer options you will have and the harder it's going to be to reach your retirement income goal.

While 65 years is often considered the "official" retirement age, there's a growing variation in the ages at which people stop working

Your PlanSmart adviser will work with you to determine your statistical life expectancy (and therefore how long your retirement income will need to last), the lifestyle you want to have in retirement, the expenses that may still need to be covered and the likely impact of inflation.

With this information in hand, we will discuss the various investment options and your risk tolerance level.

 

Contact us to find out more or to discuss your Superannuation and Retirement Planning options.

 

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Synchron

PlanSmart Pty Ltd (ABN 15 142 298 208) Authorised Representative (No. 345551) of
Synchronised Business Services Pty Ltd T/as Synchron ABN 33 007 207 650
Australian Financial Services License No. 243313

Disclaimer: The information contained within the website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, PlanSmart Pty Ltd will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should seek advice or satisfy themselves independently of the appropriateness of such action.