Need help sorting out your super?
Whether you have just started your first job, contemplating retirement or somewhere in between, it’s important you have your superannuation structured properly. Many Australians have multiple super policies and have never reviewed whether any are right for them. We have access to a range of products and can find a super fund to suit your needs now and into the future.
At Excel Wealth, we can help you look for your super and bring it all together. We take into consideration what product is appropriate for you and provide a comparison and recommendation based on your goals, so you can be confident your super is working for you.
What is Superannuation?
Superannuation, most commonly known as super, refers to a fund that is specifically established with the purpose of accumulating savings to be used during retirement. Super funds are established as a type of trust fund with a trustee managing the fund who is regulated by government bodies. Your super fund is generally restricted from being withdrawn until you have reached your preservation age.
How can we assist?
Our financial advisers can assist you in better understanding your situation to make the most of your super. We can help you to understand ways you could reduce your tax by taking advantage of super contribution options. Contact one of our financial advisers today to see how we can help you with your superannuation.
Questions? Get in touch with our expert planners or dedicated support team.
7 Channon Street
Gympie, QLD 4570
1300 820 704
07 5482 0704