Investing & Planning
Outlook Financial Solutions Pty Ltd holds an Australian Financial Services Licence (AFSL 240959). The licence allows us to deal and advice in a range of products.
The experience and expertise of the team will ensure that you always receive sound strategic advice that is right for your circumstances. Please browse this site further to find out how we can assist you.
Outlook can provide advice in all areas of financial planning.
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Superannuation
- Building superannuation before retirement
- Spouse contributions (contributing to your partner’s superannuation, contribution splitting and strategy generally)
- Self managed super funds
- Rollovers
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Retirement planning
- Funding retirement lifestyles
- Transition to Retirement allocated pensions
- Complying pensions
- Indexed pensions
- Centrelink entitlements – pensions, allowances & fringe benefits
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Wealth creation
- Gearing
- Superannuation as a tax effective investment vehicle
- Salary sacrifice
- Savings plans
- Education funding
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Redundancies and rollovers
- Entitlements
- Tax implications
- Superannuation issues
- Re-employment or early retirement
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Gifts & inheritances
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Insurance
- Life insurance
- Total & permanent disability cover
- Trauma insurance
- Income protection
- Partnership/business succession planning