superannuation health check

Existing client? Simply call, text or email us to get your Superannuation Health Check underway.

New client? Click on the link below to sign up and get your Superannuation Health Check started.

your superannuation HEALTH CHECK will …

tell you if you are eligible for any Government superannuation incentives - co-contribution (up to $500), spouse super contribution offset (up to $540) etc.
let you know if you can make additional tax-deductible contributions to your super and, if so, how much
walk you through the process of making additional contributions and claiming a tax deduction
advise you if you should consolidate multiple super accounts and save on fees
reveal your concessional and non-concessional contribution caps - including any roll-over amounts - and warn if you may be subject to Division 293 (high income) surcharges

$99 including GST