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 - Jobkeeper, Victoria Stage 4 Update

    Several new links have been added to the many already in this article, links that date back to the beginning of the COVID-19 pandemic. If you have any questions, or require further assistance, please send us an email or phone.

  • JobKeeper - Latest Update

    Treasurer Josh Frydenberg has announced that eligibility for JobKeeper 2.0 will now be based on single quarters, in light of the stage 4 restrictions facing Melbourne.

  • Estate planning and investments

    It's a question most of us ask eventually: what happens to our investments when we die?

  • Pandemic spurs a rise in investment scams

    In the current low interest rate environment, an investment product offering low-risk, high returns may sound very tempting.

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.