Redundancies & Rollovers
Today, as people move from job to job they accumulate superannuation funds
each time and in most cases these funds , YOUR MONEY can get ’lost’.
We work with our clients to consolidate all these funds.
Being made redundant (or loosing your job) can be a blessing for some and
a huge concern for others . Care needs to be taken to see that the best possible
outcome is achieved for our clients and that an effective tax strategy is determined.
When funds are moved from one employer to another, care needs to be taken
that the most appropriate investment options are used so as not to see these
funds at risk, lost…
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