Superannuation Strategies
Decades of superannuation experience, applied to your balance.
Superannuation is the most tax-effective structure most Australians will ever use, and small strategic decisions made early compound into very different retirement outcomes. Our founder has a long history in superannuation, life insurance and financial planning, and that experience sits behind every recommendation.
What's included
- Contribution strategies (concessional and non-concessional)
- Consolidating multiple superannuation accounts
- Insurance held inside superannuation
- Spouse and family superannuation planning
- Pre-retirement structuring
How we approach it
We review what you currently hold, what it costs you, how it is invested, and whether the structure still matches your goals and timeline.
Where an SMSF is not the right answer, we say so. The purpose is a superannuation position that works for you — not extra complexity.
Dunross Financial Planning Pty Ltd holds Australian Financial Services Licence No. 237496. Advice is provided from our office at 190 Boundary Street, West End, QLD 4101, and to clients throughout Australia.