Getting Your Super Sorted

If you want help to get your super sorted contact Diversified Financial Planners, Financial Advisers in FRANKSTON.

Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. That’s because some types of contributions you make, and the investment earnings on those contributions, are taxed at concessional rates.

Not only is super a tax effective way of saving and investing, but you can benefit from the effects of compounding returns.

Common questions to consider

Some questions you may wish to consider include:

  • When should I start contributing?
  • Should I salary sacrifice?
  • Are there benefits if I contribute for my spouse?
  • Are there benefits in consolidating my super funds?
  • How can I check whether I have any lost super?
  • When should I think about topping up my superannuation?
  • Can I take advantage of the Government’s co-contributions?

How we can help

We can:

  • Review the performance of your current super fund in relation to your goals including how close you are to retirement.
  • Make recommendations about your super arrangements, based on your goals and circumstances.
  • Recommend alternative fund providers – superannuation products.
  • Review any insurance opportunities including buying insurance through your superannuation fund.

What to do next

If you want help to get your super sorted contact Diversified Financial Planners, Financial Advisers in FRANKSTON on 03 9770 6499.

Enquire Now

Your privacy is important to us and AMP Financial Planning Pty Ltd which is part of AMP. You may request access to your personal information at any time by calling us on 03 9770 6499 or contacting AMP on 1300 157 173. Information collected will be subject to AMP’s Privacy Policy. You can also contact us or AMP if you do not wish to receive information about products, services or offers available from us or AMP from time to time.