Tel: 08 9370 3887   |   08 9272 7272   |   08 9371 9388
Our firm can arrange for financial planning advice and associated financial services through our alliances with Australian Unity, Millennium 3 Financial Services Pty Ltd.

The key objective of a company superannuation fund is to maximise the retirement benefits for your employees.

We can review your existing fund to check it is performing adequately in all critical areas:

  • Investment returns
  • Risk profile
  • Fees
  • Reporting
  • Choice of asset allocations
  • Member education.

If required, we can assist you in moving your employees to a more appropriate fund. We can also provide alternative fund options for those employees who wish to exercise the choice legislation, including the establishment of Self-managed Super Funds for your key employees.