Testimonials


I had no idea where my lost super was or the names of the funds. I just new it was scattered everywhere and I should definitely have more than $3,000 in my super. Australian Super Finder found all 7 of my funds and now my balance is almost $50,000. Thank you so much for getting my super back on track. ? Leonie, Thomastown VIC


Super Facts and Tips

Gearing Up on Your Superannuation

When you retire would you like to eat out when you like? Take your family on a holiday? Should the bar at a local golf club? Or perhaps play tennis in Melbourne. I think anybody would love that.

Leveraging involves borrowing within your superannuation and investing in growth assets.

Now Letís Look at Some Case Studies

Craig and Amy are both aged 35. And together they currently have $188,000 in superannuation. Each year their employers make a combined contribution of $15,000 per annum. These contributions are assumed to increase by 5% per annum.

We know they can guarantee future investment returns, but if we make some assumptions, we project that they'll have at least $2 million more at age 60 to fund their retirement. Based on our assumptions we expect that, using leverage, they will have just over $1,934,000 more at their age 60.

That's a lot more to spend on family holidays.

Now Here's another Good Example

Jon is a 52-year-old with $1,000 in his Self-Managed Super Fund. John wants us to assume he will retire at age 65 and will make no further contributions to superannuation. Just by leveraging his superannuation, and suing our assumptions about returns, John is estimated to have an additional $1,180,000 at age 65.

Here's another case study.

Fran is 50 years old with $247,000 in superannuation. She would like to retire at age 65 and will make $50,000 in superannuation contributions per annum. By leveraging her superannuation, we estimate Fran will have an additional $555,000 to fund her retirement. That would make an enormous difference to her travel plans. Perhaps she could go overseas more often.

There are some strategies to leverage your superannuation. The important point is we must work out whether the leveraging of your superannuation is right for you because It's not for everyone. So the next step is to organize a no obligation consultation without experts so we can assist your present situation and determine whether the leveraging in your superannuation is right for you.

This is such an excellent opportunity, and we look forward to your call. Contact us at 1300 252 167 for a consultation.

All information on this website is of a general nature only. We have not taken into account your financial situation, needs or objectives. You need to make up your own mind and ascertain yourself if it is right for you. We recommend you read the product disclosure statement(s) and the financial services guide before making any financial decision.

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