Superannuation and Retirement Planning

Give Yourself a Super Start to Retirement

How GreenDot Financial Can Help:

Employee Super Funds

Whether you’re an individual employee or an employer with a number of employees, we will recommend an appropriate super fund and provide investment advice. For employer funds, you may be eligible for discounts on administration fees, and qualify for automatic insurance acceptance for your employees. Members have their own enquiry access to their accounts via the internet.

Personal Super Funds

If you are self employed and want to make use of the numerous benefits provided by superannuation, we will recommend a fund and contribution level based on your personal circumstances. Benefits of superannuation include favourable tax treatment, tax deduction for certain contributions, the potential to receive Government co-contribution, and placing some of your insurances within superannuation.

Self Managed Super Funds

Your circumstances may warrant setting up a Self Managed Superannuation fund – although we are not permitted to provide advice on the establishment/appropriateness/nor winding-down of an SMSF, we may provide investment portfolio advice, or personal insurance owned via SMSF, to an existing SMSF. Find Out More.