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INDUSTRY LEADING STRATEGIES TO RAPIDLY BOOST YOUR SUPERANNUATION

START BOOSTING YOUR SUPER FUND WITH ANCHOR WEALTH IN YOUR CORNER. INDUSTRY LEADING STRATEGIES IMPLEMENTED BY EXPERT ADVISORS TO ASSIST YOU GET THE BEST OUT OF YOUR SUPER AND ULTIMATELY YOUR RETIREMENT

MAKE AN INFORMED DECISION BY SPEAKING TO One of our expert life insurance advisors IN A 30-MINUTE VIDEO CONSULTATION. 30-MINUTE OUT OF YOUR DAY TODAY ALLOWING YOU TO get above THE MOST OUT OF RETIREMENT
Speak to a Financial advisor Via a 30-Minute Video Strategy Session
INDUSTRY LEADING STRATEGIES TO RAPIDLY BOOST YOUR SUPERANNUATION

START BOOSTING YOUR SUPER FUND WITH ANCHOR WEALTH IN YOUR CORNER. INDUSTRY LEADING STRATEGIES IMPLEMENTED BY EXPERT ADVISORS TO ASSIST YOU GET THE BEST OUT OF YOUR SUPER AND ULTIMATELY YOUR RETIREMENT

MAKE AN INFORMED DECISION BY SPEAKING TO One of our expert life insurance advisors IN A 30-MINUTE VIDEO CONSULTATION. 30-MINUTE OUT OF YOUR DAY TODAY ALLOWING YOU TO get above THE MOST OUT OF RETIREMENT
Speak to a Financial advisor Via a 30-Minute Video Strategy Session

14 superannuation challenges, solutions, and opportunities

I have super everywhere because of job changes. What will the impact be in the long-term

Having multiple supers can cost you thousands of dollars in fees and insurance premiums in the long-term. Please seek financial advice before rolling over super funds due to insurance implications.

I want to boost my super year in year out, but I don’t want to put extra money into super. Are there other strategies?

Tax management strategies inside super. 15% tax is paid on investment returns and 15% on the contributions your employer makes, including other before-tax contributions. Well-considered tax strategies can be paramount in growing your super.

I need to take out personal insurance. Income protection and life insurance sound like covers my family urgently needs, but I’m not sure that I can afford it. Is there another way to fund the covers?

Funding vital insurance premiums through super funds allows Australians to protect income and loved ones if the unforeseen were to happen.
– Income protection
– Death cover
– Total and permanent disablement cover

I want the best of what the insurance world has to offer but would like to keep the out of pocket cost low. I don’t want to be limited to the uncertain covers that most default super funds offer. I also want to use my super to pay most of the cost. I can see why I require income protection, death insurance, and total and permanent disablement cover

Strategise using reputable insurance providers, whilst using superannuation to fund most of the premiums.

I know that as I age, insurance premiums increase dramatically, and if placed inside super could erode the funds. Are there other premium structures to solve this problem long term? It sounds like something to consider.

The right premium structure has a significant impact on achieving protection and super goals.

How can I lower my taxable income whilst putting extra funds into super

Contributions, tax management and Super boosting strategies.

How can I help my spouses’ super fund?

Build your spouse’s nest egg and manage taxes.

How is my superannuation invested? Is it working as hard as it should be for my retirement?

Look at investment strategies to grow your super.

I think my super will fund my retirement, although I could be very wrong. I should find out quantitatively where it’s all heading.

Ask for a superannuation gap analysis.

How can I reduce my work hours and enjoy more of what life has to offer, whilst maintaining my after-tax income? Can this be done using my super money?

Talk with an Anchor Wealth Advisor for strategies and super advice.

How can I use my super as a second source of income, simultaneously boosting my super, whilst lowering my taxable income?

Talk with an Anchor Wealth Advisor for strategies and Super advice.

How do we know our retirement funds are structured effectively, increasing our chances of preserving the funds?

Speak to an Anchor Wealth advisor about retirement planning strategies.

Vague one-page super reports I receive yearly are not informative. I’d like to see under the bonnet, have higher transparency and control with my super. What structure allows this?

Get a thorough breakdown of the different structures available.

I have a large amount of super built up. What is the next step I can take in my super journey? Does the same superfund allow me to grow my super effectively? Have I outgrown my current super?

your super grows, it is paramount you are invested in the correct structure, helping you get the most out of your super.

The most Tax-effective structure in Australia!

Superannuation enables Australians to save for their retirement.
It’s a tax-effective trust allowing individuals to accumulate wealth over their working career to meet their financial needs during retirement.

The superannuation system in Australia has a 15% tax obligation, versus the marginal tax of individuals in Australia, which could be as high as 49%. Superannuation advice can help you manage this taxation and is a vital aspect of growing your super.

At Anchor Wealth, through stringent strategies, we assist clients to grow their super during the accumulation phase and preserve funds throughout the retirement years.

GET A 30-MINUTE VIDEO STRATEGY SESSION AT NO COST

SUPER STRATEGIES DERIVED FROM OVER 20 YEARS OF RESEARCH THAT WILL OPEN THE FLOODGATES TO A DRAMATICALLY HEALTHIER SUPERFUND

This FREE Report reveals powerful super strategies for boosting your retirement nest egg and opening the floodgates to a healthier Superfund. Get for free what others have paid $1000’s to receive.

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Do you know how your super is structured? Its significance and benefits equal that of driving a car versus walking to your destination every day.
Saving fees, effective tax management strategies, and access to effective investment options are the outcome of understanding your super structure, which could ultimately make the difference. Australians can invest their superannuation in varying structures. Understanding the different structures and making an astute decision can improve your nest egg substantially in the long-term. Investors must have a good understanding of available options allowing an informed decision.
I need help assessing my current super funds, what are some areas to consider?
- Index versus active investment options
- Investment allocation& number of investment options available
- Transparency of the fund
- Management expense ratio cost
- Structure of super
- Level of control for the investor
- Tax efficiencies of the fund
- Admin costs
- The insurance covers features, premium structure capability
- Income distributions of investments, are they paid to you or the trustee first
- Pooled investment structure versus ownership of the underlying investments
- Tax benefits paid directly to the investor or the trustee of the fund
- Member fees

GET FREE 30-MINUTE VIDEO STRATEGY SESSION

8 alarming reasons why you may want to move super funds

Older product with higher fees.
Limited investment opportunities.
The product does not offer a structure for effective tax strategies.
Management expense ratio and admin fees higher than competing super funds, comparing apples with apples are essential.
Retirement goals and a product assessment to meet retirement goals.The earlier we analyze and implement strategies, the higher the potential of closing the gap.
Transition to a retirement strategy purposes
Insurances inside super. Australians can obtain personal insurance inside super funds. However, not all providers are the same. Understanding the potential grey areas and shortcomings of the insurance offering is vital and could save you a disastrous claims process.
The super fund does not provide adequate long-term premium structures. An effective long-term structure could save a substantial amount of premiums. Having sufficient cover whilst avoiding high premiums can significantly preserve your super in the long-term.