We provide advice and assistance with Corporate Superannuation…
We provide support to both members and employers in the following areas:
New members;
- Training to correctly set up new members
- Advice on Investment Options
- Assistance with organisation of Risk Insurance
Continuing members;
- Strategic advice on issues including;
o personal contributions
o spouse contributions
o un-deducted contributions
o personal insurance
- Investment reviews and performance analysis
Leaving members;
- Rollover options
- Tax implications of cashing out benefits
- Continuation options for Risk Insurance
Retiring members;
- Strategic advice including;
o effective tax structuring for retirement income
o effective management of potential tax imposts, ie. lump sum tax
o help with understanding & applying for centrelink entitlements
Please click on the download link below for Corporate Checklist...
Corporate Checklist
