A Superannuation strategy should form an essential part of both wealth creation and retirement planning strategies. Pollock Financial Planning understands the complex tax considerations, estate outcomes and investment opportunities that exist within the superannuation environment.

We can provide insight and guidance when reviewing the most appropriate superannuation fund and advise on the pre-tax and post-tax contributions you should make. This investment environment is complex and ever changing, and we will consider factors including:

  • Estate planning considerations
  • Taxation management
  • Fees
  • Investment selection
  • Retirement income stream options