Retirement and Superannuation

Superannuation is a vehicle to help you save for your retirement.

One of the primary benefits of using superannuation is that investments held in your superannuation attract lower tax rates than normal savings and investments.

One point clients should be clear on is that superannuation is not a type of investment: it’s a vehicle for investing. The key to achieving good returns on your superannuation is to select the right investments held within your superannuation.

McKinnon Financial Planning is very aware of this point and will create the right superannuation strategy for you. In providing this advice, we will:

• Review your current superannuation strategy
• Review your current investments
• Develop a specific strategy for your individual superannuation goals
• Consolidate your current superannuation investments
• Conduct ongoing reviews of your superannuation strategy and investments