Super and Retirement

Superannuation

Superannuation is the most tax-effective retirement savings vehicle for almost everyone. But it’s also an area that is often overlooked. In fact, many people currently have around 30% of their pre-retirement income to live on once they finish working. Could you live on just 30% of your income?

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Estate Planning

At MyState Financial, we believe that Estate Planning is about more than just preparing a valid Will - it's about making sure your family is provided for and that your assets go where you want them to after you die. With so much to consider, it’s important to find out as much as you can.

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Financial Planning

At MyState Financial we believe that your money should work for you. We understand that everyone’s aspirations differ, which is why our Financial Planners will assist you to analyse your current situation and formulate a plan to specifically achieve your goals. Their depth of experience means you can rely on them with confidence that you’re getting the best assistance possible - wherever you are in life.

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Any advice on this website does not take into account your personal objectives, financial situation or needs and you should consider whether it is appropriate for you. MyState Financial recommends you read our Product Disclosure Documentation before acquiring the product. Loan applications are subject to MyState Financial’s normal credit approval criteria and may also require approval of a Lenders Mortgage Insurer. Terms and conditions, fees and charges apply. Fees and charges are subject to change.

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