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Superannuation This is the most tax effective way to save for retirement. There are many incentives which make contribution to your superannuation rewarding, such as: Tax Concessions: Compared to other forms of investment, clients are generally taxed at a lower rate. Super Choices: Allows the flexibility to invest your superannuation into funds that best suit individual needs. Co-Contribution Scheme: An incentive introduced by the government to assist individuals to save for their retirement. The scheme is most favorable for low to middle income earners. You may be eligible for the government to make contributions to your superannuation account if you are:
Self Managed Superannuation If you are looking for alternatives to managing your superannuation and need a clear strategy for a range of investments including property, a SMSF may be the answer for you.
Capital Protected Superannuation Looking for protection of your superannuation balance? We can help assess you so we can maximize your retirement benefits We have a number of options Looking for a Protected Retirement Guarantee The protected Retirement guarantee allows you to remain fully invested in the assets of your choice while still providing the security of a guaranteed retirement income for life. The guaranteed amount is known as the Income Benefit. Your income Benefit is guaranteed for life even if you run out of your own funds while in retirement. Furthermore, each year we will lock in any growth as a result of positive investment performance on your Account Value, provided your Account Value is greater than your income base on your guarantee anniversary date. If you are looking for flexibility A Protected Retirement guarantee provides flexibility, meaning you can:
If you are looking to Protect your Superannuation Investments Then the Protected Investment guarantee option (available over 6 and 8 year terms) guarantees to return all initial capital, all contributions, plus will lock in any growth as a result of positive investment performance every two years, provided your Account Value exceeds your Protected Balance on your Guarantee anniversary date. If you are looking to the longer term then Protected Growth Guarantee may suit you The Protected Growth Guarantee option (available over 10 and 20 year terms) guarantees to return all initial capital, all contributions, plus will lock in any growth as a result of positive investment performance each year, provided your Account Value exceeds your Protected Balance on your Guarantee anniversary date. To have control of your retirement, please email us at info@360degreewealth.com.au. |
Dealer Group: 360 Degree Wealth Services are a Corporate Authorised Representative of Wealthsure Financial Services Pty Ltd.. |
