I am a specialist in complex superannuation strategies, in particular government and related defined benefit funds. I have been working in the not-for-profit Industry Fund sector since 2006. I have provided comprehensive advice for members across a range of funds* including:
- Commonwealth Superannuation Scheme (CSS) including 54/11 strategies and transition to retirement
- Public Sector Superannuation (PSS) and Public Sector Superannuation Accumulation Product (PSSap)
- Commonwealth Superannuation Corporation Retirement Income (CCSri)
- Defence Force Retirement and Death Benefits Scheme (DFRDB)
- Military Superannuation and Benefits Scheme (MSBS)
- Australian Defence Force Superannuation (ADF Super)
- Unisuper, LGIA Super and QSuper.
I am one of very few planners in Australia with extensive experience across federal, state and local government defined benefit schemes. Importantly, I can advise on the structure that will provide the best outcomes across multiple funds.
Defined benefit schemes can be complex, and in certain circumstances the outcome can be substantially enhanced through various financial strategies. For this reason it is essential members get advice on how to best structure these funds.
If you would like to arrange a 15 minute complimentary discussion about ensuring your defined benefit is optimised, please contact me via the link below.
* Important note. This is not an endorsement of these specific products, and is general information only. Please consider whether any product is right for your situation or talk to me for personal advice. Always read the Product Disclosure Statement before you acquire any financial product.