wealthicons_superannuation-gradient

Superannuation

Our long involvement with doctors has shown us how important it is that your superannuation works as hard as you do, so you don’t have to compromise when you retire. We also know that your ability and desire to contribute to super changes over the various stages of your career.

Our advisers will help you understand your superannuation options, whether it’s an industry fund when you are starting out, or if a self-managed super fund is best for you.

We understand that superannuation isn’t a ‘set and forget’ strategy, so we also consider:

  • how to maximise your annual contribution limits
  • whether your insurances should be inside or outside of super
  • who should be the beneficiaries of your super and how to minimise any tax impacts on them
  • how much is enough
  • if your super will sufficiently fund your retirement.

wealthicons_retirement-planning-gradient

Retirement planning

It’s important to establish retirement goals as soon as you can, but in our experience, it’s never too late.

We know that some doctors like to plan to retire early while others never plan on retiring.

We also know that doctors value the choice that effective retirement planning can provide.

Our advisers can help establish clear, realistic goals and match your investment strategy to achieve those goals. We consider how much you will need from your superannuation, and how that fits into your total wealth accumulation strategy.

We help you understand your retirement income options and how to maximise the taxation benefits from your future income streams.

Find out more

Over 50% of Australian doctors trust Avant with their professional reputation.
Now, you can trust Doctors Wealth Management to look after your financial wellbeing too.

Important disclaimer: The material contained in this publication is of general nature only. It is not, nor is intended to be legal, accounting, tax or financial advice. Doctors Financial Services Pty Ltd (DFS) and its related entities have not considered your individual objectives, financial situation and needs in providing this information. If you wish to take any action based on the content of this publication we recommend that you seek appropriate professional advice. While we endeavour to ensure that this information is as current as possible at the time of publication, we take no responsibility for matters arising from changed circumstances, information or material. DFS and its related entities will not be liable for any loss or damage, however caused (including through negligence), that may be directly or indirectly suffered by you or anyone else in connection with the use of information provided. Doctors Wealth Management is a registered business name of Doctors Financial Services Pty Ltd ABN 56 610 510 328, AFSL 487758. Doctors Wealth Management Financial Advisers are Authorised Representatives of DFS.

© Doctors Financial Services Pty Limited 2020