Super and Pension

Next to our own home, our superannuation savings are often our largest asset. While we cannot access the funds until later in life it deserves as much care and attention as any aspect of your financial planning. The long term nature of this investments means that having your funds invested in the right place makes a big difference when you do come to retire.

Superannuation is not an investment in itself, it is a concessionally taxed structure designed to save for retirement. Knowing where to invest, how much to contribute (and when) is essential to ensure you maximise every possible opportunity and avoid the common mistakes.

Constant changes in legislation and market conditions means that active long term management will result in better retirement.

  • Covid-19 resources

    Multiple sources of help and further explanations are available below regarding the relief packages and programs recently released by our Governments. All relate to Covid-19 and are grouped here so you don’t have to go searching for the information.​ If you have any questions, or require further assistance, please send us an email or phone.​

  • COVID-19: Early Childhood Education and Care Relief Package

    From Monday 6 April additional support for Early Childhood Education and Child Care Services and their families.

  • Government announces mandatory code for rent relief

    News release 7th April 2020. Prime Minister Scott Morrison has revealed that he has reached an agreement on a mandatory code for the provision of rent relief by commercial landlords to tenants.

  • ATO clarifies COVID-19 rent relief concerns

    The Australian Taxation Office has responded to widespread concerns on whether SMSF landlords providing rent relief to tenants due to the financial impacts of the novel coronavirus is a contravention of the SIS Act.

IT Financial Services, ABN 48 097 884 976, is an Authorised Representative of Apogee Financial Planning. Apogee Financial Planning Limited ABN 28 056 426 932 is an Australian Financial Services Licensee and has its registered office at 105 - 153 Miller Street North Sydney NSW 2060. A member of the National group of companies.