Superannuation is often the most tax effective vehicle in which to build your retirement wealth. Our specialists at Perks understand the complexities of superannuation and can advise on the options available to reach your superannuation goals.

The superannuation system is vast and there is a wide range of superannuation fund options available to members that differ in complexity, cost, and offer varying degrees of control and flexibility.

Tax concessions are offered throughout the life cycle of a superannuation fund ranging from the accumulation phase right through to the retirement phase. In particular, once a fund is supporting a retirement income stream for a member over age 60, the investment earnings and income paid to the member will generally be tax-free.

In addition, personal insurance cover can be owned via superannuation that can provide further cash flow and tax benefits.

It is important to ensure the superannuation fund you choose offers an appropriate level of control and flexibility which allows you to establish a portfolio in line with your specific personal objectives and requirements. That is where Perks can assist in advising you on the best possible options for your situation.

Disclaimer: Any financial product advice is provided by Perks Wealth Management Pty Ltd (AFSL No. 236551) (“PWM”). The information provided is general in nature and is not personal financial product advice. The information provided has been prepared without taking into account your objectives, financial situation or needs and because of this you should, before acting on it, consider the appropriateness of it having regard to your objectives, financial situation and needs. You should carefully read and consider any product disclosure statement that is relevant to any financial product that has been discussed before making any decision about whether to acquire the financial product. Please refer to PWM’s FSG for contact information and information about remuneration and associations with product issuers.

To speak to one of our Wealth Management Advisers contact us today

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