Pakenham, Cranbourne & Beaconsfield

Enquiries and Appointments (03) 9067 6999


There is so much confusion with the general public in regards to Superannuation.

Crucially, Superannuation is NOT an INVESTMENT. Superannuation is a structure for putting investments into. It is your choice whether your superannuation invests in Term Deposits, Listed Australian Shares or a rental property. It is also your choice to do nothing and let others decide where to invest for you.

The trade -off for the generous superannuation tax concessions are the often complex rules and regulations and of course restrictions on when you can access your capital.

We can explain to you what Superannuation is. How you use it, what you’re investment choices are, how much do you need and how it fits within your overall wealth strategy.

There are many superannuation funds. They are all different and you need to consider which one is appropriate for you. Some of the superannuation options we can advise on include:-

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