A re-contribution strategy involves the withdrawal of a lump sum from your superannuation which you then re-contribute back.
Super investment strategies.
No matter what your age, it pays to take an active interest in your superannuation.
After all, there’s a good chance it will be your biggest source of wealth in your retirement and determine the kind of lifestyle you’ll be able to support.
Even if your retirement is a long way off, putting money into super now is still one of the most tax effective means to build wealth.
With a team of super & retirement experts, Countplus mbt can help you achieve your financial goals with a range of services that are designed to help you make the most out of Australia’s complex superannuation system.
We can devise your super investment strategy that will give you the flexibility to adapt to your changing needs as well as fluctuations in the market.
Super obligations for employers
We also provide advice to business owners on employer obligations. Under the director penalty regime directors are now personally liable for their company's failure to pay employee superannuation. It’s vital that all business directors and managing directors understand the implications of these new measures and review their super arrangements for employees and contractors.
Our services include:
- Self Managed Superannuation Funds
- Superannuation Audits
- Advice concerning Compliance Matters
- Advice concerning Taxation Benefits
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Advice on Employer obligations
To discuss how we can help you with your personal super or advice on fulfilling employer obligations, please contact your Countplus mbt financial adviser for an obligation free meeting.
Services
- Audit
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- Employer Super
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- Not For Profit
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- Superannuation
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- Tax Effective Structuring
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