Your superannuation can be one of the biggest and most significant assets you hold in your lifetime. 

Superannuation is often not understood or dismissed as something you do not need to worry about until later in life. In reality superannuation is a special type of structure that is one of the most tax effective ways to save for your retirement. Having the right approach now can have a big impact on your future.   

We can help you with advice on your current fund or we can help you select an appropriate fund which may be an industry fund, retail fund or wrap account.  We can provide advice on Self-Managed Superannuation Funds, whether that is an existing or a newly established fund.  

We have access to a range of different investment options (such as cash, term deposits, fixed interest, shares and property) inside superannuation that can help you meet specific objectives such as reducing fees, investing in specific assets, or funds that consider ESG principles and apply screening to avoid certain holdings. 

Having the funds invested appropriately as early as possible to ensure that when the time comes to retire you are confident, comfortable, and hopefully financially secure. 

We can help you to understand your superannuation, developing a plan that allows you to receive the benefits you would like as you plan for retirement.  

Our Ivy Wealth team provides strategic advice that is an invaluable tool in helping you identify the benefits available to you and position your investment strategy to build your superannuation.

If you would like to talk about a personalised plan for you, give us a call on 6245 1777.

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The information contained herein is of a general nature only and does not constitute personal advice. You should not act on any recommendation without considering your personal needs, circumstances and objectives. We recommend you obtain professional financial advice specific to your circumstances.

DWM (TAS) Pty Ltd trading as Ivy Wealth ABN 30 153 421 179. Corporate Authorised Representative of Sentry Advice Pty Ltd AFSL 227748.
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