Superannuation

Contributions to a Super Fund

Contributions to a super fund is a complex area, which often catches people out.  Contributions can take the form of:

• Concessional Contributions
• Non-concessional Contributions
• Government Co-contributions
• Government Low Income Super Contributions
• Contribution using the ‘Bring Forward rule’
• Rollover Contributions.

Frequently asked questions about super contributions

• How much can I contribute to Super?
• Should I pay off my Mortgage or contribute to super?
• Can I contribute to Super after retirement?
• Will my Super be enough?

Rollovers

Rollover of Super from one Fund to another is not as simple as you might think.  There are important considerations including insurance cover before you should proceed with any rollover.  This is all part of making a Financial Plan.

Self-Managed Superannuation Funds

We can explain how a Self-Managed Superannuation Funds (SMSF) might work for you and your dependents.

We can help you to understand the whether a Self-Managed Super Fund or an Industry Fund would be the best solution for you.

With our advice we can help to ensure that you meet your legal obligations as a Trustee and Member.  Failure to meet these obligations can result in severe penalties and income tax costs.

Our Financial Planning Arm and Fees

Our financial planning services are provided through Stanley & Stewart Financial Planning Pty Ltd, as a corporate Authorised Representative of Politis Investment Strategies Pty Ltd.  A complete range of financial planning services can be provided, from advice on particular investments to wealth creation and retirement income strategic plans.  This is all part of making a Financial Plan.

For more details please Contact us