Looking For Personal Advice

At Smartsave, we know the importance of Superannuation and the role it can play in building your financial wealth.
Along with your family home, Superannuation can play a big part in your wealth and retirement plans, and financial advisers can help you to achieve your personal and financial goals: Whether it’s:

  • Growing your super by maximising contributions, using salary sacrifice or available caps;
  • Combining your super into the one Fund
  • Evaluating your insurance needs
  • Reviewing your estate planning, looking at nominating your beneficiaries;
  • Evaluating and determining suitable investment options;
  • Deciding when is the right time to retire
  • Are pensions right for you?
  • Obtaining assistance to understand Government legislation or dealing with Government departments, for example:
    o For members – Tax, social security, aged care,
    o For employers – super obligations, SuperStream requirements

Why not speak to a financial adviser today?

Please complete the details below, and we will arrange for a helpful financial adviser in your area to be in contact with you shortly to discuss your financial needs.

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HELPFUL LINKS

www.ato.gov.au

  • Australian Taxation Office – Providing services to assist individuals and business to meet and improve their knowledge of their tax and super obligations.

www.ato.gov.au/Super/SuperStream/ – for information and assistance.

  • SuperStream is due to have been implemented for all businesses paying superannuation obligations in Australia by 28 October 2016.

www.humanservices.gov.au

  • Department of Human Services assists with the delivery of social and health related payments and services for personal, employers, community and financial and health professionals  including areas of:
  • Centrelink, Medicare, Child Support

www.humanservices.gov.au/customer/services/centrelink/early-release-superannuation

  • for financial hardship & compassionate grounds payment applications, help in an emergency.

www.abr.gov.au – Australian Business Register:

  • for business, super funds, charities, tax agents and government agencies

www.superfundlookup.gov.au

  • For information on super funds which are regulated by the Australian Taxation Office (ATO) and the Australia Prudential Regulation Authority (APRA).

www.fwc.gov.au – Australia’s national workplace relations tribunal.

  • Providing information for employers and individuals on awards and agreements, cases, and other resources.

www.asic.gov.au – assists consumers, business and finance professionals

  • Also refer to the Learning Centre for Tools – Money Smart