How Superannuation can help you create wealth and reduce tax fast!
Learn how to use superannuation to easily build wealth and to create more than just a great retirement!
How Superannuation can help you create wealth and reduce tax fast!
Learn how to use superannuation to easily build wealth and to create more than just a great retirement!
Learn how to optimise your super!
Only $29.95
Understanding Superannuation!
The online session explains the importance of understanding superannuation and how it can be an extremely powerful tool when reducing taxation and creating wealth!
Whats Included
Understand how taxation is applied to super!
Understand the types of contributions you can make
Understand the different types of supers available!
Understand the product options available & their individual strengths and weaknesses.
Selecting the most appropriate option for you!
Understand your Investment Choice!
The mentor will coach you on what investments can be purchased within superannuation, how each investment is categorised and the importance of diversification & investment strategy you choose!.
Whats Included
Understand the risk profile you choose
Understand the expected performance of your risk profile.
Understand what is deemed a safe asset
Understand what is categorised as a growth or risky investment!
Estate Planning & Super!
The mentor will coach you and explain the importance of selecting an appropriate estate planning strategy for your super. The session will also highlight valuable information you’ll want to consider when planning your supers estate planning strategy.
Whats Included
What you need to know about estate planning and super.
Potential tax implications involved with super & estate planning.
What option are available.
How aligning your capacity to save to goals and objectives creates a truly rewarding experience.
Only $29.95
Learn how to optimise your super!
Only $29.95
Understanding Superannuation!
The online session explains the importance of understanding superannuation and how it can be an extremely powerful tool when reducing taxation and creating wealth!
Whats Included
Understand how taxation is applied to super!
Understand the types of contributions you can make
Understand the different types of supers available!
Understand the product options available & their individual strengths and weaknesses.
Selecting the most appropriate option for you!
Understand your Investment Choice!
The mentor will coach you on what investments can be purchased within superannuation, how each investment is categorised and the importance of diversification & investment strategy you choose!.
Whats Included
Understand the risk profile you choose
Understand the expected performance of your risk profile.
Understand what is deemed a safe asset
Understand what is categorised as a growth or risky investment!
Estate Planning & Super!
The mentor will coach you and explain the importance of selecting an appropriate estate planning strategy for your super. The session will also highlight valuable information you’ll want to consider when planning your supers estate planning strategy.
Whats Included
What you need to know about estate planning and super.
Potential tax implications involved with super & estate planning.
What option are available.
How aligning your capacity to save to goals and objectives creates a truly rewarding experience.
Only $29.95
What is Superannuation
Super is not an investment, it is a tax structure that can hold investments!
Super is afforded a reduced tax rate on both income and capital growth. The tax applicable differs between the accumulation and pension phase.
Accumulation pays 15% on any income earned and 10% on any capital gain if held over 12 months. The pension phase pays 0.00% on income and capital gains after age 60.
What is Superannuation
Super is not an investment, it is a tax structure that can hold investments!
Super is afforded a reduced tax rate on both income and capital growth. The tax applicable differs between the accumulation and pension phase.
Accumulation pays 15% on any income earned and 10% on any capital gain if held over 12 months. The pension phase pays 0.00% on income and capital gains after age 60.
Optimise Your Superannuation
If you would like enough money for a comfortable retirement, it is a good idea to spend some time learning about how superannuation is one of the most effective tools to Create Wealth.
Superannuation is such an effective tool, not because it invests, but because when used correctly it is the most tax-effective structure available to all Australians outside of their family home.
Superannuation should be viewed as a tax structure, not an investment!
This simple yet often forgotten piece of information will help you separate the performance of your investments within super from the superannuation as an investment vehicle as a whole.
Types of contributions You can make to super.
Concessional
Non-Concessional
persons can make up to $100,000 in non-concessional contributions each financial year. Eligible persons may be entitled to use a bring forward rule to boost their superannuation significantly. Ask your adviser if you are eligible and for more details
Other Contributions
if they are of benefit. Ask your adviser if you are eligible and for more details
For more information and multiple case studies which demonstrate the power of seeking advice when contributing to super, click the following link:
Real life case studies to help you relate & learn the power of advice!
Claire
First Home Buyer accelerating her wealth
Toby
Investing, protecting and minimising tax to achieve his aspirations!
Kate & Matt
A family creating wealth & protecting their children!
Bob & Jill
Kids have left, they’re relaxed and ready to start new and exciting adventures!
Understanding how the power of financial guidance, coaching and advice can help you has never been easier and more affordable!
Real life case studies to help you relate & learn the power of advice!
Claire
First Home Buyer accelerating her wealth
Toby
Investing, protecting and minimising tax to achieve his aspirations!
Kate & Matt
A family creating wealth & protecting their children!
Bob & Jill
Kids have left, they’re relaxed and ready to start new and exciting adventures!
Understanding how the power of financial guidance, coaching and advice can help you has never been easier and more affordable!
These areas are where our Financial Advice can help you when investing in super!
A team committed to delivering profitable investments
Our team uses independent research to build and tailor a portfolio for you!
Access Direct Comercial Property investments
We help find investments in direct property with fixed lease agreements with 6.5%+ net of cost
Advice on on Tax Effective Contribution Strategies
Learn how to invest and reduce your tax at the same time
Real-Time investment opportunities in the top 300 ASX Shares.
Our team can provide realtime market Analysis on to ASX 300 companies.
Finding Investments that suit your appetite for risk!
Having a suitable asset mix will help to align your investments to your appetite for risk and provide you with greater confidence
Tailoring the right investment strategy for you.
Our advice can provide you with investments that you understand and will be comfortable with!
Regular Investment Strategies
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The power of regularly contributing to an investment strategy can not be underestimated, learn why.
Strategies to protect your investments
Strategies and options are available when investing to mitigate any loss you may incur.
Technology designed to help at every step of your journey
Ongoing financial coaching & help in a web app!
Financial Advice has never been this easy!
Compare your Life, TPD, Trauma & Income Protection
No contact information needed!
Technology designed to help at every step of your journey
Ongoing financial coaching & help in a web app!
Financial Advice has never been this easy!
Compare your Life, TPD, Trauma & Income Protection
No contact information needed!
Interact – technology designed for continued success!
Investment Opportunities & Wealth Report
Goals & Objectives Tracker
Automatic Budget Planner
One Complete View Of Your Finance
Budget Monitoring Alerts
Details Transaction Listing & Budget Report
Our Interact Subscription program provides you with:
