Plowman

Top
Superannuation Strategy Review

Superannuation Strategy Review

If you’ve been thinking about topping up your superannuation, or what to do with it, you should talk to McKinley Plowman. We are professionals on the subject.

Irrespective of what you may hear on the street, superannuation is still by far the most cost and tax effective means of retirement savings and will continue to be well into the future.

‘Super’ is often viewed as only being there to help when we retire, but this is not the case. It can also be used for a number of strategies whilst you continue to work, including acquiring commercial property to operate your business from, commencing a transition to retirement income stream, etc.

Superannuation can provide very generous tax concessions upon retirement, so talking to MP+ to devise a superannuation strategy is a wise consideration.

A Superannuation Strategy Review with McKinley Plowman includes but is not limited to Superannuation fund structural reviews

  • Strategic tax review (for maximising all available tax benefits relating to contributions, deductions, pensions & transition to retirement strategies)
  • Asset acquisition strategy advice for property and shares
  • Asset sale strategy advice including Capital Gains Tax (CGT)
  • Funding strategies

For a Superannuation Strategy Review – contact us here.

Thinking about becoming a client?

Book your free, no obligation consultation right now via our online booking system or get in touch to find out more.

Already a client and want to get in touch?

Send us an email via our enquiry form or give us a call today.