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Superannuation

Home  ›  Personal Advice  ›  Superannuation

Whether you are at the start or end of your career, saving within your Superannuation is the most tax effective way to fund your retirement.

Retirement may seem like a long way off for some, but putting money into super now, while having a limited effect on your current lifestyle, could be the most beneficial investment choice made by some. The use of compound savings and returns make super a solid investment option.

Need Super help?

Your money is too important to invest without a strategy. See below the strategic advice CA has to offer. Act today to see the benefits you could recieve.

Retirement Aims – How much is enough?

Want to be financially independent in retirement? At what age will you retire? How much do you need and for how long? See CA for a full analysis, strategy and solution. Click here for a Quick Guide.

Super Solutions

Whether you are after a simple or complex Super solution CA can offer a vast range. From a basic personal Super or Master Trust to the more complex Wrap style products or Self Management Super Funds (SMSF). Have a chat with CA to see what is right for you. 

Contributing into your Super

Whether it’s Employer, Personal, Salary Sacrifice, Super Splitting, Spouse or other contributions, find out the benefits of contributing into your Superannuation by calling CA today.

Consolidate your Super

Combining your Super accounts can benefit you in a number of ways including ease of management or saving on fees. Lost some Super? If it’s out there, we can help you find it.

Investing your Super

Your attitude to investment risk and investment time frames are crucial factors in determining an appropriate investment strategy to meet your needs. Making your Super work harder for you could be the difference between a good and a great retirement. Click here for more on investments and investing.

Insurance inside your Super

Some superannuation funds allow insurances to be paid with your before tax money. Find out if your fund allows this and find out the relevant amount of insurance needed to protect you and your family. Click here for more on Insurances.

Saving & Minimising Tax

Earnings on your funds invested are not subject to tax at your personal marginal tax rate. They will be taxed within the superannuation fund at a maximum rate of 15%.

Estate Planning

Make sure your Super money goes to the right people if you pass away. Find out more about Estate Planning.

Transition to Retirement (TtR)

Approaching or already 55? Find out the tax saving benefits you could receive from this strategy. See Retirement Planning for more information.

Contact CA for all your Superannuation needs

Get in contact with a CA planner today and get
your Super back on track!

Contact CA
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  • Client Testimonial

    Carole was fantastic throughout the process of restructuring our loan. She got us a great deal and explained all the features and how we could use them. I had plenty of questions along the way and Carole answered them promptly and simply. I would recommend Carole to anyone seeking a new mortgage or financing an existing loan. Ben Harper, Nestle – Demand & Supply Planning Manager
  • CA Financial Services Group

    CA Financial Services Group have been based in North Sydney since 1983 and we have over 33 years of practical financial planning experience to offer our clients. CA covers the North Shore, Sydney CBD, Eastern Suburbs, Northern Beaches, Inner West and surrounding Metropolitan areas. We provide integrated Financial Services and Wealth Management Solutions with a focus on Financial Planning. The large range of advice CA offers include Superannuation, Personal Insurance, Mortgage & Home Loans, Investment Strategies & Retirement Planning.

    CA Financial Services Group Pty Ltd ABN 94 003 100 301. Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327. Australian Financial Services Licence 232706 and Australian Credit Licence 232706

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    7 Myrtle Street
    North Sydney
    NSW, 2060

    p: (02) 9955 7288
    f: (02) 9959 3148
    e: info@cafsg.com.au

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