SUPERANNUATION & RETIREMENT PLANNING
Taurus Financial Services Pty Ltd

Superannuation forms the corner stone of your long term financial planning. Depending on your personal circumstances, Taurus can assist you to decide on the most appropriate Superannuation structure and investment strategy. We offer:

Employee Super Funds for companies and all their employees, offering individual choice, minimal administration for the Employer and a range of Risk Insurance products. Employees are provided with Internet access to check performance and transaction histories on their accounts.

Personal Super funds can be used for individuals who are not required to be a member of Employer Funds. A Personal Superannuation Fund provides flexibility and control of your retirement investments.

  Self Managed Super Funds (SMSF) are suitable for certain individuals and provide the flexibility and control of Superannuation investments.

After we have decided on a Fund that best suites your needs, Taurus will assist you with the process of rolling over and consolidating your existing or "lost" Superannuation dollars.

The appropriate Retirement Planning strategy will ensure that you achieve the financial goals that you deserve.

Taurus is able to recommend a range of tax effective strategies for your retirement including Allocated Pensions, Term and Life Pensions.

Don't leave it too late. Time and prudent planning are two of the most important tools available to you.

 
 
 
Synchronised Business Services Pty Ltd
ABN 33 007 207 650
Australian Financial Services Licensee 243313
P O Box 438 North Melbourne VIC 3051
 
 

This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs.