As the Government encourages Australians to take responsibility for obtaining their financial retirement goals, they are repeatedly required to deal with their superannuation.

Superannuation law is a delicate area and personalised planning is required for each individual. The team at KP Partners are superannuation experts who can assist in superannuation contribution optimization planning during the accumulation phase of growing your super whilst working to advise on the right time to commence the superannuation pension payment phase where income tax savings and achieving your financial retirement goals are maximized.

The services we offer, include:

  • Salary sacrifice contribution planning whilst working to save tax
  • Maximizing Government Co-Contribution entitlements
  • Review your Superannuation investment portfolio to ensure it provides the right asset class diversification to match your tolerance to risk
  • Advice on how to ensure that most of your superannuation benefits are passed onto your family in the event of death
  • When should you commence the pension withdrawal phase once you are aged over 55 – even whilst you may be continuing to work
  • "Transition to Retirement Pension” strategy advice
  • Advice on determining if your superannuation should be the payer of your life insurance and income protection insurance premiums
  • Advice on employer obligations

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KP Partners Firm Profile

At KP Partners we are committed to forming close partnerships with you by really listening so that we understand your unique situation and customise our advice according to your requirements. We explain complex tax laws into clear and simple terminology and provide reports and advice that aim to help your wealth and business prosper and grow.

Our commitment to excellence is evident in our hardworking team of qualified Accountants and enthusiastic administration personnel. Our passion to serve our clients means you get a friendly team of professionals eager to use their experience and expertise to help you succeed!