Superannuation

Build your retirement nest egg, tax effectively, via superannuation. 

  • But which superannuation fund is right for you? 

  • Should you invest via a Self-Managed Superannuation Fund (SMSF)? 

  • How will you invest the money held in super? 

  • Should you make additional superannuation contributions? 

  • Should you consolidate multiple superannuation funds or leave them separate? 

Superannuation Advice

Gianna has a wealth of experience in advising people about their superannuation as she worked for two superannuation funds, in addition to her experience as a financial adviser. 

So, she understands that regardless of your current stage, a well-thought-out superannuation strategy will, at some point, be pivotal in helping you achieve your retirement goals. 

Changes are continually being made to superannuation rules, meaning it is vitally important to consider superannuation as an investment earlier in your life, and ensure you are advised on appropriate ways to take advantage of all relevant opportunities to achieve your retirement goals. 

Gianna stays abreast of all rulings and regulations to ensure you don’t breach the rules and that you’re maximising your entitlements.  

Via one-off advice or the Family Chief Financial Officer Service, we will help you build a financial structure that is in line with your dreams and goals. A concise superannuation strategy can be an important part of this process. 

  • Gianna has a wealth of knowledge and able to answer any of our concerns with confidence.

    Dale, Fyshwick, ACT

  • Gianna has been great as our financial planner because she puts our interests first.

    Nikki, Belconnen, ACT

  • Before meeting Gianna I had no idea of my financial circumstances. I wish we had met her earlier.

    Gisela, Kambah, ACT

  • Self-Managed Super Fund

    Gianna is accredited to provide SMSF advice. She can advise whether to set up, maintain or close down an SMSF.

    She will often collaborate with your SMSF accountant to assist you with your Trustee obligations to run a compliant superannuation fund. She will invest the assets within the fund’s investment strategy or advise how to update your investment strategy if need be, as well as provide broader superannuation advice relating to its rules, contributions, and insurances.

  • Registered adviser

    Gianna is a trusted registered adviser for a growing list of superannuation funds including AustralianSuper, Hub24 Super, Colonial First State, Aware Super, Hostplus and the Australian Retirement Trust. Being a registered adviser for these superannuation funds means they allow you to charge part of your financial advice fee via your superannuation fund and access leveraged administrative services.

    However, she can provide financial advice on any superannuation fund you have.

    Gianna does not receive commissions nor is paid as an employee by a superannuation fund, therefore provides non-conflicted superannuation product advice.

  • Public Sector Super Expert

    Gianna worked for ComSuper and the superannuation team at the Department of Finance who administered the legislation underpinning the Commonwealth super schemes. She attracts senior public servants who want to right advice regarding their complex defined benefit schemes. Learn more.

How you’ll feel

Confident and financially organised with peace of mind about your financial future, even if life throws you a curveball.

Schedule a 15 minute complimentary call today