SMSFs: What happens if you exceed your super caps
23rd April 2024
Personal, tailored and dynamic
- Set goals
– Understand your current situation
– Quantify your desired outcome
– Consider your risk profile
- Strategic conversations
– Present and consider your options
– Discuss the implications
– Identify the best course of action
- Implement
– Formalise our agreement
– Progress the plan together
– Organise any paperwork if required
- Manage
– Regular conversations: Discussing progress and your changing needs
– Global financial markets and legislation changes. Does this impact you?
– Adjust your plan and strategies where required
Call Blue Summit Financial Solutions today.
Blue Summit enquiries
Call 1300 BLU SUM (1300 258 786) or email office@bluesummit.com.au
