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Fiducian Financial Services – Deakin office provides an extensive range of financial planning services, including:
• Superannuation
• Retirement Planning
• Wealth Creation Strategies
• Salary Packaging
• Redundancies
• Risk Management and Estate Planning
• Mortgage Broking Service
SUPERANNUATION
At Fiducian we have extensive experience in assisting clients manage their superannuation funds.
Our services include providing:
- Advice on Commonwealth Superannuation Schemes including:
- Defence Force Retirement and Death Benefits Scheme (DFRDB)
- Military Superannuation and Benefits Scheme (MSBS)
- Commonwealth Superannuation Scheme (CSS)
- Public Sector Superannuation Scheme (PSS)
- Public Sector Superannuation Scheme (PSSap)
- Advice for public sector industry funds members covering:
- management of ComSuper benefits
- review of risk management requirements; and
- estate and retirement planning
Advice on other defined benefit superannuation schemes including:
- UniSuper
- State Super
- United Nations Superannuation
- Advice on self-managed superannuation funds
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- Advice on employer sponsored superannuation funds (corporate superannuation)
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- Superannuation rollover and drawdown strategies that maximise long-term wealth to the client
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- Estimations of superannuation entitlements under a variety of scenarios
RETIREMENT PLANNING
At Fiducian we are able to provide our clients with advice on suitable retirement income strategies to achieve their goals.
Areas covered include:
Advice on how superannuation and investment assets should be structured in retirement (particularly noting the potential benefits of splitting income between the marriage partners)
- Specialist advice for Defence and Public Service retirees covering areas such as :
- The relative benefit of pension versus lump sum options;
- Redundancies; and
- Management Initiated Early Retirements (MIER)
- Develop strategies, where appropriate, to optimise clients' eligibility to age pension entitlements.
- Provide detailed advice on Account Based Pensions and Transition To Retirement
Pensions
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