Superannuation

As the Government encourages Australians to take responsibility for and reach their financial retirement goals, citizens are repeatedly required to deal with superannuation funds. Self-managed superannuation is a means of saving for retirement. It enables you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.

Superannuation law is a delicate area and personalised planning is required for each individual. The team at The Rogers Group are superannuation experts who can assist in establishing a superannuation fund that will effectively enable you to reach your financial retirement goals.

Services we offer include:

  • Establishing self-managed superannuation funds
  • Completing information for the Insurance and Superannuation Commissions
  • Superannuation audits
  • Advice on compliance matters
  • Advice on taxation benefits
  • Advice on employer obligations

Please view our Financial Services Guide (FSG) which we are required to present to all clients prior to providing advice. This Financial Services Guide provides you with information to help you decide whether to use the financial services we provide, the types of services we offer you and it also details our internal and external complaints handling procedures. For your references, please click on the following PDF file: Financial Services Guide.pdf

   

Retirement Strategies Australia Pty Ltd (ACN 163 940 645) ABN 23 163 940 645 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361 

 

Catriona Rogers is a Limited Authorised Representative (No. 1234188) of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361 

 

 

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Contact Us

Level 10 Suite 3
133 Castlereagh Street
Sydney, NSW 2000
Australia

Phone: 02 9267 7655
Fax: 02 9266 0243
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Testimonials
  • I have used The Rogers Group for financial and accounting advice over a period of 12 years, both at a personal and professional level. During this period I have found that they provide timely and courteous service at all levels of the organisation. - George M, CEO – Mining Industry

  • Thank you so much for your help in the last year – we really appreciate it and thanks for sorting out our lovely shoe box approach to accounting. Stephen, thank you as well for answering many questions and help with MYOB. We are grateful. Kind Regards - Anita & Shaun C

  • The Rogers Group has been working in conjunction with my clients and my firm for the last six years. In that time we have received nothing but excellence in service. The team at The Rogers Group led by Ms. Catriona Rogers applies a proactive approach to handling all Tax and financial matters. - Lachlan Schonfelder, MW Planning Pty Ltd

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