Superannuation & Retirement Planning

Company Superannuation & Employer Superannuation

Services of setting up small to large company schemes offering many features. We specialise in arranging for Employer Sponsored superannuation schemes for all business sizes.



Personal Superannuation

Personal superannuation is any form of savings or investment which can be termed as retirement savings,and which is fully preserved until you reach the specified retirement age. We can arrange for the consolidation of your personal funds to make reporting easier.



Changes to Superannuation Legislation

Choice of Fund Legislation

From 1 July 2005, most employees have been able to choose the superannuation fund or retirment savings account to which their employer will make future superannuation contributions.

There are a number of issues that need to be considered by both employers and employees for 'Fund Choice'.

Issues for Employers:

- Which employees must be offered Fund Choice?
- How will the process work?
- How will Fund Choice impact on your business?

Issues for Employees:

- Am I to be offered Fund Choice under my current employment arrangments?
- Do I have to choose a fund?
- What does my employer need to provide to me?



Rollovers (ETP's)

Transferring an eligible termination payment (ETP's) into an approved deposit fund, deferred annuity and super fund until retirement.



Do you have "lost" superannuation funds ?

There is currently over $4.5 million in lost super and some of this money could be yours.

Taggart Nominees Pty Ltd has a service by which we can locate this money and roll it into an existing fund, whereby this increases your Superannuation worth and can save you a lot in fees and charges.



IMPORTANT: General Advice Disclaimer

Any advice on this page is provided by Taggart Nominees Pty Ltd and its financial planners as Representatives of Taggart Nominees Pty Ltd ABN 74 808 036 976, Australian Financial Services Licensee No 23497.

The advice is general advice only and is not based on your personal objectives, financial situation or needs. Accordingly you should consider how appropriate the advice is to those objectives, financial situation and needs before acting on the advice and, before buying any financial product, you should read the current product disclosure statement.

There is no remuneration or financial benefits received by Taggart Nominees Pty Ltd or its representatives in relation to advice provided on this page.