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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