Superannuation

Superannuation Advice

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.

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