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 provides a wholistic SMSF assistance, education and administration service continuum - 1. “assistance” is help of whatsoever nature where our overall SMSF experience and knowledge enables us to provide assistance/help without any legal (or “license”) limitations. 2. “education” involves providing knowledge through teaching, coaching and mentoring about all matters SMSF, including (but not limited to) investment issues such as equities and property, 3. “administration” encompasses all admin aspects of legally required SMSF trustee and member record keeping including (but not limited to) audit and ATO matters. In keeping with our key point that SuperBenefit does not provide Financial Advice, where issues arise from 1, 2, and/or 3 above Indicate a need for a legally authorized provider (such as a Financial Adviser) and the client does not have their own service provider, the client can utilize SuperBenefit’s ‘Connect Assist’ … SuperBenefit, in itself, does not provide Financial Advice, but it does provide the wherewithal for great SMSF service. WE do not provide Financial Advice or any other service that requires a legally authorized provider. However, where such advice or service is required we have our ‘Connect Assist’, a SuperBenefit resource we use to connect clients to a Licensed Advisor or other legally authorised service provider. Call us 0407 361 596, no obligation FREE Connection call to see how we can help you!
This entry was posted in Case Studies of Clients, SMSF Investing, Superannuation General and tagged , , . Bookmark the permalink.

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )


Connecting to %s