CRC Financial Services

Charter Financial Planning

Make sense of super

Make sense of super

CRC superannuationSuperannuation: it’s the investment vehicle almost all Australians have, and few understand.

No matter how earnestly the Government talks to us about “simplifying” super, or giving us “choice”, most of us still feel like we’re at sea when it comes to planning for retirement. (How can we make a good choice when we don’t know what we’re choosing, or why?)

But as complex as super legislation is, it’s also full of great opportunities – opportunities that you may be missing out on if your attitude is “it’s all too hard” or “I won’t be retiring for years…I’ll think about it another day”. Superannuation doesn’t just allow you to maintain a comfortable lifestyle when you retire – it can also be a great tax minimisation strategy in the here and now. At CRC Financial Services, we can help you find your way through the maze and make the superannuation system work for you.

Is a Self-Managed Superannuation Fund (SMSF) right for you?

Self-managed superannuation funds make up the fastest growing sector in the Australian super landscape. Not every financial advisor has the expertise to advise clients in this complex area. At CRC Financial Services, however, we can give you quality advice on every aspect of setting up and administering a self-managed superannuation fund. So if you like being in control of your super, talk to us.

Start planning for a long and prosperous life: send us an e-mail or call us today on (03) 6278 1199

Charter Financial Planning, ABN 35 002 976 294, is an Australia Financial Services Licensee
Licensee Number 234 665. Principal Address: Level 9, 750 Collins Street, Docklands, Vic, 3000.
Charter Financial Planning is a principal member of the Financial Planning Association.

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CRC Financial Services specialise in Financial Planning, Life Insurance, Superannuation and Lending in Hobart, Newtown and Moonah.