Superannuation


Superannuation is an integral part of many people’s personal wealth and retirement plans. 


Our sole focus is to help you achieve your personal and financial goals

Our Solutions

Superannuation is something that most of you will have, but not many of you will be clear on exactly where your money is invested. Our role is to help you understand the part that super will play in your future, and therefore how you need to invest it now, to ensure you obtain great long term results. Our expert team will help you understand the relationship between risk and return, therefore enabling you to make informed decisions about super, which for most of you will be your biggest retirement asset.

Services provided by Simmons Livingstone include:

  • Researching existing superannuation investments to get an understanding of exactly where your money is invested currently
  • Consolidating funds (where appropriate) if you have more than one
  • Providing investment advice to industry, retail and Self Managed Superfund investors. Our team will show you how to make your money work hard for you and
    ensure you aren’t taking more risk than you need to.

Here is an example of a 40 year old earning $70,000 pa with current super balance of $50,000.


With a super fund achieving annual returns of 7% pa the client will have an approximate balance of $387,700. If the client retires at age 65, and draws $25,000 pa from super, the fund will run dry by age 77.

Small changes, can have dramatic effects.

With superfund achieving annual returns of 10% pa the client will have an approximate balance of $625,600. If the client retires at age 65, and draws $25,000 pa from super, the fund will run dry by age 82. This 3% difference in return from your superannuation, compounded over time, will give the client $237,900 more money come retirement, and will funds will last a further 5 years.

Schedule Your Complimentary Assessment:

First Name
E-mail Address
Phone Number

Subscribe to our Newsletter

Enter your details below to receive updates about our latest work, and special offers.