Government super contributions. Superannuation Advice Australia are offering superannuation reviews to all Australians. We get you re-engaged with your superannuation, ensure you’re set up effectively and maximising your savings pot for later in life. She finds her work most…, Authorised Representative No. We can also provide recommendations on things that can be done to improve your current setup. The Financial Services Royal Commission made a range of recommendations that if adopted will help to restore consumer confidence in the financial advice industry. Financial advice through super funds: What’s on offer? Australians are generally reluctant to seek professional financial advice, despite the financial landscape (including the retirement system) becoming increasingly complex. Practicing…. Before acting on any information contained in this website you should consider the appropriateness of the advice having regard to your objectives, financial situation and needs. Working closely with Australia’s Number One Research House helps us make better-informed investment decisions and provides our clients with peace of mind. There’s a huge unmet demand for affordable financial advice and super funds are keen to fill the gap. He is currently a partner of a leading national law firm. – 1007549 Qualifications – Diploma of Financial Planning (RG146), Advanced Diploma in Financial Planning With almost ten years of experience in the Financial Planning industry, Ian works in partnership with clients, providing portfolio advice and financial…, Authorised Representative No. When not…. Through close client relationships, we've unearthed a diverse range of charities, initiatives and communities close to their hearts, areas in which they would love to make a difference. Learn more, Superguide Pty Ltd ATF Superguide Unit Trust as a Corporate Authorised Representative (CAR) is a Corporate Authorised Representative of Independent Financial Advisers Australia, AFSL 464629. However, the industry has been tarnished by the actions of some individuals and organisations in recent years. – 1270974 Qualifications – Diploma of Financial Planning (RG146) After 15 years of experience within the business and marketing sector, Dominic made the decision to transition into Financial Planning. A person or organisation providing financial advice in Australia must hold an Australian Financial Services Licence issued by the Australian Securities and Investments Commission (ASIC), or they must be the authorised representative of a licence holder. Examples of financial advice that is not independent includes that provided by advisers who: For more information on obtaining financial advice, see the following SuperGuide articles. We’re here to maximise your assets, minimise your outgoings and consolidate your finances into one easy to track, easy to manage plan. Very helpful Financial coaching: What is it and why may you need it? I don’t like the stiffness of some people but these guys are always friendly and down to earth! March 14, 2020 by Janine Mace Leave a Comment. Simple super advice. If you are planning on contributing more than $25,000 to your super (including employer contributions), seek advice from a suitably qualified professional. He serves on the Board of Directors of Superannuation Advice Australia and is a Practitioner Member of the Association of Financial Advisers as well as a Registered Tax (Financial) Adviser with the Australian Tax Practitioners Board. Superannuation Advice Australia Pty Ltd is a Corporate Authorised Representative of AAN Wealth Management Pty Ltd operating under Australian Financial Services Licence Number 517548. With everything happening with Covid-19, should I bother doing a review? Before acting on any information contained in this website you should consider the appropriateness of the advice having regard to your objectives, financial situation and needs. General Advice Warning: The information provided in this website is general information only, and does NOT take into account your objectives, financial situation and … SAA Management Pty Ltd (ABN 77 634 086 374) trading as Superannuation Advice Australia is a Corporate Authorised Representative of Global Pacific Solutions Group Pty Ltd (ABN 83 631 161 405) operating under Australian Financial Services Licence Number 514164. His aim was to use his business…, Authorised Representative No. Our licensed Financial Advisers are committed to providing exceptional customer service and exceeding expectations for our clients. Get access to independent expert commentary on the latest super, retirement and SMSF issues, including the top performing super and pension funds, how much super is enough, the latest super rates and thresholds, contributions caps, and new super measures and strategies. – 1272661 Qualifications – Diploma of Financial Planning (RG146) Daniela firmly believes the core element of a truly personalised plan is the in-depth understanding of clients’ needs, goals and core values. October 3, 2019 by Julie Hamilton Leave a Comment. He serves on the Board of Directors of Superannuation Advice Australia…. Compulsory employer contributions are regulated via the Superannuation Guarantee (Administration) Act 1992 On our positive impact mission, we identified we have the power to touch the lives of those far beyond our clients. Superannuation Advice Australia © 2019. We have proudly partnered with Bravehearts to help raise funds and awareness for victims of child sexual assault and to protect vulnerable children from exploitation. You should consider whether any information on SuperGuide is appropriate to you before acting on it. Legal will December 12, 2019 by SuperGuide Leave a Comment. When it comes to planning your retirement, however, there can be valuable benefits – both in terms of your finances and your emotional wellbeing. – 0329274 Qualifications – Diploma of Financial Planning (RG146), Diploma of Finance and Mortgage Broking Management, SMSF Specialist Michael is an experienced and knowledgeable financial adviser, ready to work with you to ensure you and your…, Authorised Representative No. receive remuneration based on the volume of business they place with the issuer of a financial product or service.

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