Superannuation

Superannuation 2018-04-11T12:31:21+00:00

Superannuation can be one of the biggest and most critical investments you will make in your lifetime.

Sadly it is often neglected, statements are thrown in a drawer, or worse, fund details are lost.

Many Australians aren’t aware of their super accounts, let alone how they can get a greater return to improve their future financial position. At Cleveland Financial Planning we want to help our clients become savvy about their super.

​Superannuation needs to be reviewed regularly and be a part of your personal future Financial Planning. We review our client’s super twice a year to ensure they are on track.

​We can assess your current situation, develop a growth strategy, minimise tax for you where possible and perhaps even help set up a SMSF if that is more appropriate for your needs.