At Geelong Financial Group Planning we will review all of your superannuation arrangements to check if they will ultimately satisfy your retirement goals. In particular, we will assess the following:
- Do you have multiple super funds that need consolidating?
- Are you contributing enough to super?
- Are you on track to retire with enough money to fund your desired lifestyle – for your entire retirement?
- Is your superannuation fund performing to expectations?
- Is the asset allocation appropriate?
- Are you taking full advantage of the current rules for super?
- Are there other tax effective strategies you should be using?
We can also advise you on
Self Managed Superannuation if that is appropriate for you.