Personal & Corporate Superannuation

Superannuation is a way of saving money to provide benefits for:

• when you retire
• if you become an invalid, or
• your beneficiaries upon your death.

Superannuation usually begins when you start work and your employer starts paying super into the fund.
Generally, you can choose the super fund you want your super contributions paid into as long as it is a complying super fund.

As super is a vital benefit for your retirement needs, it is crucial to accumulate as much as possible whilst you are working so that you will have sufficient funds to access to when you retire.

Your personal circumstances and super fund returns are unique, so we recommend you seek professional advice before making decisions about your super.

At Fitzpatrick Life Services, we provide a dedicated General Information service for our clients (employers, financial controllers and employees), with access to specific advice as required.

We will answer queries and advise on issues such as:

• What is Superannuation Salary Sacrifice?
• What options do I have with my Super when I retire?
• What taxes apply to my Superannuation investment?
• What changes (economic, legislative) should I be aware of relating to Superannuation.

More Information

Shauna Nguyen
Financial Adviser
Authorised Representative

Phone: 03 8544 1600
Email : life@fitzpatrick.com.au