Superannuation & Retirement Planning

Next to your house your super is likely to be your biggest and most important asset. The rules are complex, the options are vast and good advice can really make a difference. We are retired a long time (hopefully) and there is nothing worse than having too much life left at the end of your money.

Planning for your retirement is not easy, but with the help of the team at Futura we can do all the hard work to help maximise the financial reward available to you during your retirement years. It is never too late to start planning for your retirement, however the earlier you start the higher the rewards available for you to enjoy your retirement.
Our process for retirement planning includes:

Understanding your specific needs and retirement expectations
Setting clear financial goals
Implementing a plan to maximise your super savings
Management of your retirement income

After talking with you our advice can include the following:

ensure you super is invested in-line with your risk appetite
provide strategies to maximise your contributions using tax savings
consolidate multiple funds to reduce redundant fees
establish Self-Managed Superannuation Funds to provide greater personal control or to give you access to direct property as in investment option.
establish pensions
use super to pay insurance premiums if cash flow is tight.

When it comes to Self- Managed Superannuation we have fully qualified Self-Managed Superannuation specialists who have worked in this complex field for many years.

GET IN TOUCH

P: 1800 388872 (1800 FUTURA)
E: advice@futurafin.com.au

Suite 509
530 Little Collins Street
(Exchange Tower)
Melbourne VIC 3000