Superannuation Advice
Superannuation Advice | Superannuation Comparisons | Retirement Planning
Did you know that there are almost 400 superannuation funds operating in Australia and 10,000’s of different investment choices within? Do you understand superannuation enough to ensure that your current fund is most appropriately matched to your objectives? Do you have the tools and knowledge to be able to invest properly within superannuation and the know how to ensure you retire comfortably? Superannuation advice can answer your questions and provide your retirement solutions.
Superannuation is a constantly changing area of financial advice. With changing laws, regulations and differing funds, professional advice can be the difference between an uncomfortable and comfortable retirement. Superannuation is more than simply a choice of fund, but includes selecting investments to grow your funds for retirement, contributing enough to meet your retirement needs and insuring yourself and your family against death and disability.
At Primoris Financial, we can assist you to define your retirement goals, find the best super fund, consolidate your superannuation, recommend investment strategies and assist you in planning for the day you retire. We will provide you with a clear plainly worded advice document setting out a direction for you to reach those goals. We can also assist Self-Managed Superannuation Funds invest for the benefit of all it’s members.
We compare around 50 superannuation funds and have access to well researched investments to best match your needs with quality superannuation funds. In addition we have the tools to ensure your wealth creation and retirement strategies are at the forefront of the current environment and we confirm they remain current through regular reviews.
Some of the superannuation funds we compare
Fact
As of 2010, there is about $1.3 trillion in superannuation assets being held on behalf of Australians in approximately 32 million individual accounts (3 for every working Australian!). By 2025, it is expected that the value of Australia’s combined superannuation value with grow from $1.3 trillion to $3.2 – $5 trillion!
**Source: AFSA March 2011 Superannuation Statistics
Fact
As of 2010, there are 396 different superannuation fund providers and 443,012 Self Managed Superannaution funds!
**Source: AFSA March 2011 Superannuation Statistics
Fact
A recent study found that a couple in retirement need around $53,000 to live comfortably. For that income to last 25 years a couple will need just over $900,000 in capital at retirement.
**Source: AFSA December 2010 Retirement Standard
