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Unlock the Key to Understanding Superannuation!

Unlock the Key to Understanding Superannuation!

For most people, superannuation is likely to be the most important investment they make in their lifetime apart from their home. It’s also one of the most tax-effective ways you can save for your retirement. 

In this booklet we help you understand the accumulation phase in which you are likely to be working and contributing to your super. We discuss some of the advantages of saving through super and how a super fund works.

We look at super contribution caps and tax penalties you may incur if you exceed these caps. If you have reached age 65, you will also need to think about whether you are eligible to contribute to your super. We include information about the restrictions that apply from age 65 including the work test and contribution age limits, and then take a more detailed look at the different types of super contributions.

For a guide on how to Save and Invest, as well as Tax Arrangements, Insurance and Estate Planning all through Superannuation - 

Request your FREE Booklet!

What they say

Chris’ proactive approach to financial planning has put my family in a much stronger position. With his help and advice, we believe we can build upon this foundation so that our future is financially secure.

Gary
Mulgrave Vic

5 Min Financial Health Check

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Want to explore your options? Email us, or give us a call on (03) 9591 8000.

Christopher Connolly (280099) and Connolly Wealth Management Pty Ltd (333350) are Authorised Representatives of WealthSure Financial Services Pty Ltd AFSL 326450

The information contained within the website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, Connolly Wealth Management will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.

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