Superannuation and Pensions
Centenary Tax Accountants
Centenary Tax Accountants is an independent advisor, with your best interests at heart. We have access to over 500 investment products and 11 insurance providers, enabling us to work with you to determine your investments without influence from banks or other investment funds. This will provide you with more control over your super and how it is invested, at a level that suits you.
When evaluating your superannuation and financial future, some common questions you may want to ask yourself are;
- How is my Super doing?
- Will I have enough to provide for a comfortable retirement?
- What can I do to improve my financial outcome?
- How do I maintain my family’s lifestyle in the event of death, sickness or accident?
Centenary Tax Accountants can help you answer all these questions and more. We will work with you to prepare a strategy that is tailor made for you, adopting a holistic view of where you are now and what you want to work towards. To do so, we will establish a long-term partnership with you in order to maintain performance and help you achieve your financial goals now and into the future.
The importance of having a good financial plan
If you don’t plan correctly, no matter how hard you work, your ideal retirement plans will be left to chance. Having a trusted partner work with you to achieve your financial goals is very important in the long term for your financial freedom.
Some of the proven financial planning strategies we will explore are:
- Self managed superannuation
- Retirement Planning
- Retail superannuation
- Investment advice
- Insurance for life, income protection and business expenses
- Wealth creation
- Succession planning
- Estate Planning, and
- Financial Freedom Plans.