Superannuation and Retirement Strategies

Superannuation provides significant taxation benefits for Australians to investing and growing their retirement savings.  The taxation laws relating to superannuation for either retail super funds or Self Managed Super Funds (SMSF) are extremely complex requiring specialist investment and tax advice to ensure that clients comply in full and are not subject to penalties or excess contributions tax. Without a proper knowledge of those rules and practical implementation of superannuation strategies, workers could be missing out on tens of thousands of dollars in their retirement.

We are specialist in this area and our strategies are sound, practical and easy to implement.  Some of the strategies we assist our clients with include Transition to Retirement, Salary Sacrifice to build up more money in super and taking advantage of concessional and non concessional contribution limits.

For further details please Contact Us.

We search, we compare, we present

Office Address :  Suite 5, Level 1, 70-72 

                             John Street, Cabramatta  

                              NSW 2166

Trunk line:           1300 099 199

Email Address:





Copyright © 2011 Wealth Habits Pty Ltd. All Rights Reserved