Superannuation is one of the most tax-effective ways to save for your retirement. For those who are planning to retire and saving towards it, super as it is most commonly known, can be a great way to build a retirement nest egg. The government has various incentives within the superannuation environment that provide several tax benefits.
At Cherry Tree Financial Planning we can review your superannuation strategy and help you structure it appropriately in order to maximise your savings. We can also assist clients with consolidating multiple super accounts into one fund to avoid the fees associated with maintaining several super accounts.
To understand how much super you will accumulate at the time of retirement, we help our clients assess their savings and provide them with a strategy, taking into consideration their unique goals. This comprehensive advice allows you to be more organised financially and ensures your super is invested appropriately in order to meet your anticipated future needs.
For more details, please contact us
232 South Terrace Fremantle WA 6160