Superannuation

“The question isn’t at what age I want to retire, but at what income”.

We're aware of the multitude of legal and tax implications that are required when managing the accumulation and growth of retirement assets. Here's how we can help you with your superannuation:

 

Consolidate

By putting all your super into one place and possibly reducing fees.

Select investments

We will get you to complete a risk profile and discuss your investment appetite. From this information we will suggest an investment portfolio.

Retirement Planning

We can examine your current superannuation arrangements and identify ways to improve your income in retirement.

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Waves

Self-Managed Superannuation Fund (SMSF)

We also offer SMSF solutions (e.g., tips, services). With these, we’ll be able to

  • facilitate the establishment of your SMSF providing advice and support where needed.

  • provide options on possible investment vehicles.

  • review personal insurance.

  • liaise with you and your selected professionals providing assistance with compliance, reporting and regular reviews.

The quality of your future depends on making the right decisions about your finances now. Beaulife can help you make the right choices now to ensure your financial security in the future. We can examine your current superannuation arrangements and identify ways to improve your income in retirement.

Ready to speak to an adviser?