Corporate Superannuation Plan Sydney
We offer independent financial planning advice from offices based in sydney and Parramatta to corporate superannuation funds and small businesses in need of a corporate superannuation plan / fund. Unlike a large super fund or bank, we at Navigate Wealth are not owned, or licenced to any other product provider (such as a bank or super fund), as such you can rest assured that our advice is independent of the banks and institutions that just recommend their own products. We do a comprehensive review of your business needs, then go to the market to source you the lowest fees from the wide range of corporate superannuation product providers available in the market place. We then present these to you with a summary in easy to understand english of the benefits of each provider and our recommendation. We charge the same fees regardless of product provider chosen, as such you can rest assured that your business corporate super needs are placed first when we recommend a corporate superannuation plan provider to your small or medium business.
Call Navigate Wealth financial planning sydney & Parramatta to book a complimentary consultation on how we can help your existing corporate superannuation plan work better or help to streamline your business super payments with the help of a corporate superannuation plan or small business company super plan.
- Free super splitting facility (why make a payment for each employee when you can make one payment for all of them)
- consolidated reporting
- online access 24 hours a day
- lower admin fees (subject to plan size) than generally available to personal super plans due to purchasing power achieved by a Navigate Wealth Financial Advisor negotiating on your behalf with the various institutions
- staff having access to a proactive independent financial adviser that lowers the cost of advice by seeing many staff members at the same time, to request help with today's volatile share markets and how to make the most of their super for their future retirement
- having an independent and post graduate qualified financial advisor on your investment committee to satisfy your legal requirements (for businesses with greater than 50 staff members) to help your staff determine how to invest their super and when to be move monies to cash or into the markets to take advantage of opportuntities.
- automatic acceptance limits for insurance cover. This eliminates the time consuming process of filling in insurance application forms and personal questionnaires and going through the underwriting process for staff who want to hold (and fund) life insurance cover via their super funds. By having an automatic acceptance limit of a certain amount of cover, employers are carrying out their legal obligation to provide some default insurance cover and at the same time providing staff members of the corporate superannuation plan sydney & Parramatta with the benefits of not having to complete lengthly forms for insurance cover.
- other additional benefits such as discounts of Myer gift vouchers and private health insurance for staff members of the plan
Call our office today 1300 505 565 to arrange for a complimentary review of your existing plan or for a confidential discussion on how Navigate Wealth Financial planners Sydney & Parramatta can help you to establish and/or manage an existing corporate superannuation plan that will benefit your small business or medium business and staff.
Ph 1300 505 565
Suite 602, Level 6, 10 Spring Street Sydney 2000
410 Church Street North Parramatta NSW 2151