Superannuation

Superannuation is an essential part of Australia's retirement savings system. However it can be complex, and many people may not fully comprehend how it works or the importance of monitoring it. Seeking professional advice or education can help overcome these barriers.
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  • Superannuation helps secure the future of many Australians. For many, a well-constructed super fund can be the difference between comfortable retirement and a constant struggle in those years when you are no longer working. Regardless of your age bracket or whether you are an employee or self-employed, it is vital to consider your superannuation strategy now for the future. However, people tend to only start thinking about superannuation when they are retired or nearly retired which is too late.
Here at Sunrise Financial Planning, we specialise in superannuation strategies. We can help you navigate the maze of regulations to work out how much you will need in your retirement, how to invest your superannuation that suits your risk appetite and reach your retirement goals, strategies to boost your superannuation contribution tax-effectively etc. Your superannuation fund is too important to manage on the advice of friends or relatives who may not be qualified. Areas we can assist:
  • Save you fees on Supernnuation
  • Implement investment strategies suitable to your goals and risk appetite
  • Boost your Superannuation balance to meet your etirement goals
  • Contribution strategies that help you save tax
  • Ensure your Superannuation death benefits are passed on to the right person(s)
  • Advice if a self-managed super fund (SMSF) is appropriate for you
  • And all other aspects of Superannuation planning