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superannuation and rollovers

In order to facilitate this form of retirement savings, the Government introduced the Superannuation Guarantee where employers must contribute 9% of a person's income to a nominated superannuation fund.

Employees can choose which superannuation fund they belong to or even set up their own self managed fund, which affords them greater control over their superannuation assets with the ability to select how and where the funds are invested.

We examine your existing super position and recommend the best options for you.

If a self-managed super fund would benefit you, we arrange the necessary documentation and work with you to determine and implement an appropriate investment strategy for the fund.

If a public offer fund is more suitable, we advise you on which is the most appropriate for your particular circumstances.

Many people have more than one superannuation fund as a result of current and past employment. Combining (or rolling over) balances into a single fund is often an effective strategy, saving you fees and the administrative burden.

Contact us today to discuss your superannuation solution.