Make Your Super Work for You
For most people, Superannuation is the second largest asset owned in a lifetime.
Usually, the proceeds of superannuation are the primary source of income upon retirement. As such, it is very important to make sure your super is managed effectively so that you have as much to retire on as possible.
Plan Plus has extensive up to date knowledge and experience when it comes to Super and current legislation.
We can help with:
- Superannuation consolidation;
- Super rollover to pension phase;
- Recovering lost super;
- Salary sacrificing into super;
- Accessing your super;
- Insurances held within super.
We can help you to maximise your superannuation through a program of investment tailored to your individual circumstances. We can help you to minimise your Capital Gains Tax liabilities when it comes time to roll your super into pension phase.