Not sure where to start or what to do with your superannuation? No worries! We can provide you with education, expert advice and services to help manage your superannuation, meet your retirement income goals and secure a resilient financial future. We’ll ensure you don’t lose out on any potential money and/or benefits and make your superannuation easy to manage.
Get educated and equipped with advice and services to help you understand and manage your superannuation. It’s time to put it to good use.
our expert advisers can:
- educate you about your superannuation
- review existing superannuation
- find lost superannuation
- match your asset allocation and investor profile
- assist with consolidation of accounts
- help make tactical investments
- protect your financial future
- help you with your retirement income goals
We’ll provide practical education and adept advice on what to do with your superannuation. Did you know that superannuation can be a tax effective way to pay for income protection and life insurance premiums as well as financial advice fees? It’s also one of the most tax-effective ways to save for your retirement. Let us help you understand your superannuation and put it to good use.
to merge or not to merge?
There are many benefits to merging superannuation accounts such as reducing paperwork and management fees, as well as making it easier to track and manage. However, there are also reasons to keep more than one fund, such as retaining certain benefits or paying lower fees. We can help clean up your accounts and decide your next, best move.
the latest round of superannuation changes are complex and came into effect 1 July, 2017
michael waycott explains super changes
who you'll be having a good chat with
Michele specialises in Self-Managed Superannuation Funds and graduated from Victoria University with a Bachelor of Business (Accounting) in 2003. She holds an Advanced Diploma in Financial Services (Superannuation) and became an SMSF Specialist Adviser (SSA) with the SMSF Association in 2010.
Michele has been swimming with fresh water crocodiles.
Peter holds a double degree of Bachelor of Commerce and Information Systems from the University of Melbourne and is a qualified CPA with ten years of work experience in the public practice industry. Peter also holds an Advanced Diploma in Financial Planning.
Peter almost missed the flight to his own overseas wedding!
Sarah joined the Bongiorno Group with six years’ experience in Self-Managed Super Fund Administration and works alongside Michele Harrod and Peter Lee. Sarah is currently studying a Bachelor of Business at Victoria University.
Sarah once jumped out of a moving car to avoid a spider.