Maximise Your Superannuation for Strategic Wealth Creation

How Can Superannuation Strategies Help You? 

There are a number of effective superannuation strategies that you can implement to optimise your wealth creation, most of which are developed well before retirement.

Depending on your stage of life, you might wish to explore:

Salary sacrificing to top up on super and save on tax
Making one-off or regular superannuation contributions
Making contributions on behalf of a low-income partner
Setting up a Self Managed Super Fund (SMSF)  for more investment control and broader opportunities
Utilising your superannuation to pay for life insurance
Withdrawing super due to ill health

Our Approach to Strategic Wealth Creation and Retirement Planning

Our qualified financial advisors work hand-in-hand with our accountants and superannuation specialists to effectively build your wealth strategy through:

Goals-based, comprehensive advice on your superannuation fund
Comprehensive SMSF investment and wealth accumulation strategies
SMSF tax planning (how to utilise the superannuation environment to grow your wealth in a tax-efficient manner)
Advice on SMSF contributions and pensions
Estate planning specific to your SMSF needs
Advice on property acquisition within your SMSF
Advice on direct investment opportunities only accessible via an SMSF
Frequent reviews of your investment strategies
Ready to improve your superannuation strategy?
Visit our office.

Let us know that you want to drop by and we'll line up a visit.

Send us a message!

Fill in the enquiry form and we’ll be in touch.

Did you know?
The origin of the BlueRock name is a mash-up of the founders two favourite things.
Through a mutual love of the Carlton football team and Dwayne 'The Rock' Johnson, a firm was born!