Case Study – 50 year old woman, on her own, thought she couldn’t do anything

Superannuation strategies and alternatives to plan and control your retirement

Super strategies and alternaties to plan and control your retirement

She was in her 50’s and thought she could do nothing in the time left to retirement.

With only $180,000 in super and $40,000 in savings, life’s setbacks had discouraged her. Within half an hour she saw there were strategies and alternatives and felt she could plan and control her retirement.

She wanted control, but wanted to know there were experts to help her on the journey. She could sacrifice $400 a fortnight, start a self-managed super fund and attend seminars about investing in strong companies and other asset classes.

Thanks for all the info.  My head is swimming! – I am really excited about all this and am forever grateful for your help.” (Genuine client case, privacy restricts name publication)


About SuperBenefitnews

Self-Managed Superannuation Service Providers in Australia. SuperBenefit will SET UP your SMSF and provide investment education for a better result. We take care of all your administration, accounting, ATO lodgement and audit of SMSFs, working with you and your advisors. If you want advice we can arrange one of our recommended advisors and accountants to meet with you, as we do not give advice, but take instruction only. Take control of your super, including property shares and other assets. Learn how to be your own advisor - make better decisions - by being mentored and coached to invest your own super wisely and strategically by qualified partners. Book to come to an event to find out more, or - Call us 0407 361 596, no obligation FREE strategy call.
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