Superannuation, Retirement and Wealth Accumulation Plan

At Berkmans Chartered Accountants we believe that part of being Better Financially Organised is ensuring we have a plan in place to support the lifestyle we want.

It is never too soon to start retirement planning.  When working on your Superannuation, Retirement & Wealth Accumulation Plan, a worthwhile exercise to do is sit down and document your current financial position outside and inside of superannuation. Then estimate the number of years until you would like to retire, multiplied by a forecast return on investment.  Will this forecast figure be sufficient for you to retire in the lifestyle that you wish or will you be reliant on welfare?

Many find the outcome of this exercise quite confronting. A well-formulated plan can ensure that you position yourself to have the retirement you want.

Superannuation

For many, superannuation is the only asset they’ll accumulate for retirement.  For others it is deemed as too complex or retirement is too far off, and it gets ignored.

At Berkmans Chartered Accountants we believe you should treat your superannuation just like any other asset.  That means being actively involved in its performance. We can assist you to be actively involved should you wish to establish a Self Managed Superannuation Fund (SMSF).

Alternatively, you can work closely with our financial planning affiliate - All Trades Financial Services - to ensure your superannuation is invested in accordance with your wishes.

Wealth Accumulation

While superannuation has many advantages, investing outside of superannuation is also important. Having access to investment returns before retirement is attractive to many of us.

Our Financial Planning Affiliate, All Trades Financial Services will assist you to meet your investment needs wether they be via investment in property, shares or cash.

Importantly, your Superannuation, Retirement & Wealth Accumulation Plan is implemented after careful consideration to ensure it aligns with your current position, goals and objectives, Taxation Plan, Asset Protection Plan and Risk Plan.  Having this integrated approach allows you the peace of mind that comes from knowing that you are Better Financially Organised.

Contact Us at Berkmans Chartered Accountants to obtain your Superannuation, Retirement and Wealth Accumulation Plan.

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