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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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.

*Response timeframes based on same business day if before 3pm otherwise next business day.

The information on this page is not intended to constitute financial advice.  For full details of the Financial Planning services we offer please refer to our Financial Planning Financial Services Guide (FSG), available from us. You should consider the Product Disclosure Statement (PDS) for the product before deciding whether to acquire it. The PDS is available from us. Any financial product advice on this page has been prepared without taking account of your objectives, financial situation or needs, so before acting on it you should consider the appropriateness of it having regard to those matters. People’s Choice Credit Union is a trading name of Australian Central Credit Union Ltd ABN 11 087 651 125 AFSL 244310. In Western Australia, our Financial Planning services are 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 in or liabilities of People’s Choice and are not guaranteed by People’s Choice.

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