SMSFs: What happens if you exceed your super caps
23rd April 2024
Why Choose Thompson Financial Planning?
Enjoy greater peace-of-mind, experience less stress and do better financially.
We understand that most people find the thought of implementing a financial plan pretty boring, so we created a simple method for delivering quality financial advice.
Benefits of Getting Advice
Financial issues remain the leading cause of stress amongst Australians with more than half of Australians reporting it as a source of stress. Studies have shown that receiving financial advice leads to better health, happier relationships and an increased sense of well-being. With that in mind, Thompson Financial Planning are proud to offer a simple and affordable method for delivering financial advice to all Australians.
No-Obligation Review
In just a few phone calls, we can research your current situation and create a personalised financial plan to help you achieve your goals. We are so confident in our ability to make a positive difference, if you decide not to proceed with our advice for any reason, there is absolutely no cost to you.
Best Interest Duty
As Licensed Financial Advisers we operate under a ‘Best Interest Duty’. We only take clients on board if we can put them in a better position. If you decide to take our advice and it requires us doing some work for you, before proceeding all fees will be discussed and disclosed in a written Statement of Advice. You can also find more information on Thompson Financial Planning in our Financial Services Guide which details who we are, along with details of our Australian Financial Services Licence.
Take Control of your Finances
For a quick review of your superannuation to ensure you’re set up correctly, invested well and not paying too much in fees, please give our friendly Advisers a call. The sooner you start, the greater the potential benefits.