superannuation and retirement planning

At Moneytax we offer tailored financial, investment and superannuation advice based on continual research and ongoing reviewing of financial markets to help you maximise your returns on investments.

Today the changes in superannuation law make it almost impossible for an individual to understand, in simple terms, the complexity of superannuation. Moneytax advisers can offer clear, concise advice on the best strategies for your superannuation dollars to ensure that the money which becomes available upon your retirement or death is appropriate for your family circumstances.

The new superannuation choices option being introduced by the Federal Government from 1 July 2005 means that you have some choices as to where your super is invested and how it is invested. These choices are complex and need to be made in a calculated manner and may range from the establishment of simple structures such as Retirement Savings Accounts through to the more hands-on Self managed Superannuation Funds.

Moneytax financial planners advise clients on the full range of superannuation fund options for individuals and small businesses, and can provide solutions which meet your risk needs and your retirement needs.

So whether you require advice on:

•  Ensuring sufficient income is received in retirement

•  Investing your "nest egg" to make it last as long as possible

•  Strategies to maximise Centrelink and Veteran Affairs benefits

•  How to plan for a move to aged care facilities

•  Making sure your estate wishes are current and appropriate

Monetax financial planners can help you to plan for your retirement. To make an appointment to speak to a Moneytax financial planner, click here.