Superannuation Services

Superannuation

Have you ever considered how you are going to retire?

Have you ever considered where that 9.5% of your wage is going; how it is growing – and more importantly, whether you’re going to have enough?

Regardless of your age, it is never too early or too late to begin planning for your retirement.

Retirement planning involves organising your assets and savings into a plan that will meet your goals for retirement. Our financial partners can help with this planning to make sure that your goals and reality align.

We can also help you with regard to Self-Managed Super Funds (SMSF); currently the fastest growing tax entity in the country. These provide greater flexibility, investment choice and control over your superannuation, and are one of the most effective tax strategies available. SMSFs are also the fastest growing entities with regard to property acquisition.

At Fortis Accounting Partners we provide taxation advice on setting up SMSFs, and assist clients in many facets of buying property within your SMSF.

To find out more about SMSFs or buying property in SMSFs, call us now or make an enquiry.

* Fortis Financial Planning Pty Ltd ABN 82 612 281 553 provides its financial planning services as an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 (‘Count’) a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited.

Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.

The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.

Fortis Financial Planning Pty Ltd ABN 82 612 281 553
‘Count’ and ‘Count Wealth Accountants’ are trading names of Count Financial Limited
ABN 19 001 974 625, AFSL No. 227232, a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited.

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