Davis & Benson Chartered Accountants
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Superannuation advice
Through superannuation, you save and invest money during your working life to fund your retirement. Superannuation is now the second largest asset, after the family home for many Australians.
Superannuation is recognised as an integral part of our financial security for the future. Still many of us are not aware of what it involves or how we can be more involved in this major life investment.
Our team will review your personal or corporate superannuation arrangements to explain how your superannuation investment can be arranged to meet your expectations: make sure your investment options complement your risk profile and assist you in the creation of a comprehensive superannuation strategy for your retirement.
Personal Superannuation
Today you have choice in your superannuation (you are not limited to your employers fund of choice) our team will find the best fund ensure that it meets your best requirements.
Does your current superannuation have:
Low fees & charges?
Flexible Insurance Cover?
Multiple Investment Options?
Member access to information via the internet?
Employer access to information via the internet?
Financial planning support?
Self Managed superannuation is also an option for those with significant superannuation savings or the capacity to contribute large amounts to their fund. The benefits of this fund include enormous flexibility in relation to investment choices.
In any scenario the establishment and administration of the fund of your choice can be managed through a Davis & Benson Financial Adviser.
Corporate Superannuation
Finding a corporate superannuation fund that looks after your business as well as your employees should be a high priority in your business management strategy. As an employer the packaging of remuneration for employees via superannuation provides one of the most attractive benefits currently available.
If you are seeking an alternative fund we will research and provide you with Fund options that are best suited to meet your employee and business needs:
Administration
Flexibility
Low Fees
Sound Investment Options
Insurances
Education.
Through superannuation, you save and invest money during your working life to fund your retirement. Superannuation is now the second largest asset, after the family home for many Australians.
Superannuation is recognised as an integral part of our financial security for the future. Still many of us are not aware of what it involves or how we can be more involved in this major life investment.
Our team will review your personal or corporate superannuation arrangements to explain how your superannuation investment can be arranged to meet your expectations: make sure your investment options complement your risk profile and assist you in the creation of a comprehensive superannuation strategy for your retirement.
Personal Superannuation
Today you have choice in your superannuation (you are not limited to your employers fund of choice) our team will find the best fund ensure that it meets your best requirements.
Does your current superannuation have:
Low fees & charges?
Flexible Insurance Cover?
Multiple Investment Options?
Member access to information via the internet?
Employer access to information via the internet?
Financial planning support?
Self Managed superannuation is also an option for those with significant superannuation savings or the capacity to contribute large amounts to their fund. The benefits of this fund include enormous flexibility in relation to investment choices.
In any scenario the establishment and administration of the fund of your choice can be managed through a Davis & Benson Financial Adviser.
Corporate Superannuation
Finding a corporate superannuation fund that looks after your business as well as your employees should be a high priority in your business management strategy. As an employer the packaging of remuneration for employees via superannuation provides one of the most attractive benefits currently available.
If you are seeking an alternative fund we will research and provide you with Fund options that are best suited to meet your employee and business needs:
Administration
Flexibility
Low Fees
Sound Investment Options
Insurances
Education.
(02) 9279 3711
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