Acro Wealth Management - Financial Planning (Personalised Advice)

Superannuation and Retirement Planning

How is your retirement looking?

For most people, superannuation may be one of the biggest investments you make in your lifetime. However, according to the Association of Superannuation Funds of Australia (AFSA), “many people will still retire with inadequate superannuation savings to fund the lifestyle they want in retirement.”

Even if you are far from retirement age, it is vital that you start planning into how you can maximise your super fund and secure a desired lifestyle in retirement. Most Australians have the default fund that their employer gave them when they started work. This can lead to sometimes having multiple super funds if you have changed jobs over the course of your working life.

We can help you with all your superannuation needs.

  • Choosing your super fund – With so many superannuation funds out in the market, we will recommend the best funds to meet your retirement planning goals.
  • Superannuation Consolidation – If you have more than one super fund, we can help consolidate your funds into the one fund. This will help reduce unnecessary fees and improve control of your super.
  • Investment – Most funds invest your superannuation into a “default” portfolio without considering your investment goals and risk profile. We will ensure your funds are invested into portfolios that provide the best returns and are in line with your risk profile.
  • Increasing your super – Most Australians do not have enough retirement savings in their super, our team will advise you around salary sacrificing, non-concessional (after-tax) contributions and other strategies that can help meet your desired level of retirement savings.

If you have already reached retirement age, we can help you to access your super in the best tax effective manner, alongside recommending other income streams to provide your desired level of income in retirement.

CONTACT US

Portal Office Park Unit 5A, 2994 Logan Rd

Cnr Lexington Rd, Underwood QLD 4119

P.O. Box 1147, Springwood QLD 4127

Mon-Fri, 8am-5pm

Sat, 9am-12pm (Appointment only)

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The information on this website is of a general nature only and has been prepared without taking into account your particular objectives, financial situation or needs.

Before selecting any product or service or acting on any advice you should consider the appropriateness of the advice having regard to your objectives, financial situation and needs.

If any information in this publication relates to a particular product or service you should obtain any relevant disclosure statement for that product or service before making a decision about whether to acquire the product or service.

Liability limited by a scheme approved under Professional Standards Legislations.

Corporate Authorisation Representative

Mohammed Saheed (308525) and Acro Financial Services Pty Ltd t/a Acro Wealth Management (1246594) are Authorised Representative of Lifespan Financial Planning Pty Ltd ABN 23 065 921 735, AFSL No. 229892, ACL No. 229892, Level 23, 25 Bligh Street, SYDNEY NSW 2000

Acro Wealth Management - Financial Planning (Personalised Advice)

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