Superannuation & SMSFs

Superannuation & SMSFs

Superannuation can be one of the most tax effective ways to build your retirement nest egg. There are a range of strategies you can consider to boost your super savings.

At Fortis Financial Planning we can assist you in determining an appropriate superannuation structure to meet your goals. We also help with formulating superannuation strategies to help achieve financial security in retirement.

We provide advice across different types of super funds including:

Self-managed super funds (SMSFs)
Corporate Funds
Industry Funds
Personal or Retail Funds
Government Defined Benefit Schemes

Fortis Financial Planning has utilised a wide range of superannuation strategies to assist our clients in achieving their goals. Some common superannuation strategies include:

Consolidating Your Super
Salary Sacrifice
Personal Tax-Deductible Contributions
Take Advantage Of The Government Co-Contribution
Split Super Contributions With Your Spouse
Consider the Benefits of Spouse Contribution Tax Offsets
Be Mindful About Contributions Caps
Be Mindful of Contribution Eligibility

If you would like to learn more about superannuation please read our Superannuation Report HERE.

To speak to one of the Fortis Financial Planning advisors, call us on 02 9267 0108 or make an enquiry.

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