Super & Retirement Planning for a better future | Westlawn Finance

How can we help you with your super?

INVESTING IN SUPER

Depending on your life stage, your Westlawn Wealth Adviser can help you select suitable investment options within your super fund to help reduce market volatility and maximise returns over the longer term.

SUPER TAX ADVANTAGES

Your Westlawn Wealth Adviser can help you take advantage of the generous tax concessions that may be available to you by making extra contributions into your super.

SELF MANAGED SUPER FUNDS

SMSFs generally offer greater flexibility than other types of super funds. Your Westlawn Wealth Adviser can discuss the benefits and additional responsibilities that come with managing your own super fund to help you decide whether an SMSF may be right for you.

RETIREMENT INCOME

Your Westlawn Wealth Adviser can show you how to how to draw a tax-effective income in retirement.

SOCIAL SECURITY

How will your super benefits affect your eligibility for social security benefits? Your Westlawn Wealth Adviser can assist with accessing any benefits you are entitled to.

Need some more information about your super?

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Why choose Westlawn for Financial advice?

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Wide choice of approved investment funds from leading & specialist managers

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General Advice Disclaimer
All of the material published on this website is for information purposes only and does not constitute advice. This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a Financial Adviser, whether the information is appropriate in light of your particular needs and circumstances.
Dougherty Financial Services Pty Ltd ABN 70 717 487 005 (Trading as Westlwan Wealth Advice) Corporate Authorised Representative 328595 of InterPrac Financial Planning Pty Ltd (InterPrac), ABN 14 076 093 680 AFSL No. 246638. Please note that InterPrac not responsible for the advice and services provided by Westlawn Finance Limited, Westlawn Insurance Brokers Pty Ltd, Westlawn Life Insurance Pty Ltd or Westlawn Business Services Pty Ltd.

Whilst every care has been taken in the preparation of this website, InterPrac, its directors, authors, consultants, editors and any persons involved in the construction of this website, expressly disclaim all and any form of liability to any person in respect of this website and consequences arising from its use by any person in reliance upon the whole or any part of this website.