BSB 805 050

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BSB 805 050

Superannuation

Save for your retirement with great potential tax advantages

With the pension age rising, it’s never been more important to save for your retirement.

Superannuation is essentially saving for your retirement, with great potential tax advantages.
With a good financial plan you can maximise your options, plan for your retirement, and once you've retired - relax and enjoy it.

Your Financial Planner can help you to understand the answers to the many common questions concerning retirement. He or she will focus on understanding your retirement lifestyle goals and implement strategies to help you achieve them.

Your Financial Planner will pay particular attention to maximising your superannuation contributions while you’re working and identifying the concessions which may be available to you now and in the future.

Importantly, whilst it’s never too early to start thinking about your desired retirement lifestyle, we can also assist you to maximise your benefits even if you are close to retirement, or if you are forced to retire early or unexpectedly.

Speak with your Financial Planner about strategies to maximise your options today.

You can enquire about Superannuation online, over the phone by calling 1300 132 982  or by visiting your nearest branch.

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  • Why did People’s Choice partner with BT?

    Historically, People’s Choice Credit Union has used multiple service and product manufacturers to provide financial solutions for our members. Given our size, the decision was taken to use this scale to secure a competitive fee structure for our members’ superannuation, investment & insurance needs.
    We will also benefit from BT’s experience more broadly in terms of working in partnership with a large financial institution as we continue to build a stronger Credit Union.

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Please call us on 1300 132 982 from 9am - 5pm, Mon – Fri (ACDT) to arrange for a Financial Planner to contact you. Alternatively you can enquire online.

The information above is not intended to constitute financial advice and does not take into consideration your personal objectives, financial situation or needs. Before deciding whether a financial product is appropriate for you, you should obtain and consider the Product Disclosure Statement (PDS) for the product, and all other relevant documents, and consider obtaining financial advice. You can speak with a People’s Choice Financial Planner to obtain further information, financial advice or copies of the PDS for any financial product we distribute or make available. Contact us on 1300 132 982, or email fpsupport@peopleschoicecu.com.au to make an appointment.

People’s Choice Credit Union, a trading name of Australian Central Credit Union Ltd ABN 11 087 651 125 (People’s Choice), acts under its own Australian Financial Services Licence (AFSL 244310) and Australian Credit Licence (ACL 244310). In Western Australia, our Financial Planning is provided through Financial Solutions Australasia Pty Ltd ABN 36 008 939 599 AFSL 244308 (Financial Solutions), a wholly owned subsidiary of People’s Choice. Financial Solutions is not an authorised deposit-taking institution and its obligations do not constitute deposits or liabilities of People’s Choice and are not guaranteed or supported by People’s Choice.

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