Superannuation

Most clients become more focussed on their superannuation, as they get closer to retirement age.  Indeed, often, clients start to take more notice of their superannuation as the balance increases to near their annual salary.   The mindset at this time, is usually to reflect on how they have had to work an entire year to earn that amount of money and then reflect that this is now what their super fund is worth.

Superannuation is a tax friendly way of accumulating capital for your eventual retirement and there are several strategies available for clients including salary sacrifice, making concessional contributions if you’re self-employed and transition to retirement.

 

The appropriateness of any of these strategies is entirely dependent on the clients’ individual circumstances such as:

  • Timeframe to retirement
  • Current level of personal debt
  • Current income and tax position
  • Current available cashflow
  • Retirement income expectations
  • Experience with investing

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Lyn's guidance and expertise as our Financial Planner for the past eight years has positively influenced our financial direction and provided security for our financial future.  Lyn has always been available by phone, email, or face-to-face to assist us with any line of enquiry, however large or small!

 

When you appoint a professional to represent your business, manage your life savings and respect your hard working contributions, you are relying on their integrity and honesty to further expand your assets and keep them working for you in the best way possible.

 

We feel Lyn's management and focus has been tailored to our individual situation and we couldn't be happier with the service she provides for us.

 

 

Lorette and Michael – South Yarra

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We can help you with a range of financial services.

About Us

 

Lyn Eddy runs her own financial advice business, after working at the highest level in three financial planning businesses over the past 20 years.

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PO Box 644 Hamilton Central QLD 4007

 

Call us today:

(07) 3868 3287

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0412 710 119

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General Advice Warning

 

The information/advice provided in this website is general advice only. It has been prepared without taking into account any person's individual objectives, financial situation or needs.

 

Before acting on anything on this website you should consider its appropriateness to you, having regard to your objectives, financial situation and needs. You should obtain a Product Disclosure Statement relating to any products mentioned, before deciding whether to acquire any products.

Alexmar Pty Ltd ABN 34 131021808 trading as Lyn Eddy Financial is an authorised representative of AIW Dealer Services Pty Ltd (AFSL 414256).

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Call us today: (07) 3868 3287 or 0412 710 119