Super & Pensions

The superannuation environment is complex, the rules daunting, the jargon can be overwhelming.

It is important to have clearly defined objectives and a long term strategy. But that is what financial planning is about and that is our core business at Wakefield Partners.

There is a vast variety of super funds, lots to choose from. One size does not fit all!

Self Managed super provides transparency and choice but is not for everyone. For your super strategy to be successful it is a matter of being in the right fund, both to produce results and for piece of mind.

Salary Sacrifice, Co-Contribution, Re-Contribution Strategies, Binding Death Nominations, Transition to Retirement Pensions. They are all important and should be considered, if appropriate. It is all about getting the best advice at the right time from Wakefield Partners, of course!