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Superannuation

For many working Australians, superannuation can be an effective way to secure your financial future in retirement. It’s important to regularly review your superannuation fund and level of contributions to ensure your fund is on track to help you reach your retirement goals. The more extensive your goals, the more super you’re likely to need to provide sufficient retirement income, so it’s important to know what strategies you could be using.

Maximising your super

The government provides tax incentives to encourage Australians to invest in super. You might consider setting up a salary sacrifice arrangement with your employer, allowing you not only to make super contributions from your pre-tax salary but also potentially reducing your income tax bill.

It is never too late to take control of your super, but the rules are complex. It is important to get financial advice to ensure you make the most of your superannuation.

Speak to us to find out more

A financial adviser from Cape Financial Planning Pty Ltd can help you make sure you are as ready as you can be so you are able to look forward to your retirement.

To find out how we can help you plan a successful retirement, please call 08 9751 2022 or email us.

Important Information

Financial Wisdom is registered with the Tax Practitioners Board as a Registered Tax (Financial) Adviser. However, your authorized representative may not be a Registered Tax Agent. Consequently, tax considerations are general in nature and do not include an assessment of your overall tax position. You should seek tax advice from a Registered Tax Agent.

Important Information

The information on this web page has been prepared by Cape Financial Planning Pty Ltd, an Authorised Representative of Financial Wisdom Limited ABN 70 006 646 108, AFSL 231138, which is a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124.

While care has been taken in the preparation of this web page, no liability is accepted by Financial Wisdom, its related entities, agents and employees for any loss arising from reliance on the information contained in the web page.

This web page may contain general advice. It does not take account of your individual objectives, financial situation or needs. You should consider talking to a financial adviser before making a financial decision.

Make an appointment with an adviser today

Unit 2
12 Prince Street
Busselton, WA, 6280

Phone: 08 9751 2022
or email us

We have known Cindell and been receiving financial advice from her for about 6-7 years now. Cindell has helped us enormously transition from a working life into retirement. Cindell has also helped us successfully enter the Centrelink field with timely and spot-on advice. As we approach age pension age we know we can again rely on her to navigate us through this stage in an easeful and beneficial way. Cindell has gathered a professional, well informed and friendly office team to support her, they are always welcoming and a pleasure to deal with.

Lorraine & John Reeves

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