At Exelsuper, we specialise in advising many large corporate clients on how to maximise the benefits of their super scheme. Exelsuper is not aligned with any bank, funds management or insurance companies and stand independently when providing advice and consultancy services to clients. This provides our clients with high levels of confidence, both in the advice we provide and in the decisions they make in relation to their employee benefits programs.

Exelsuper Essentials Client SMA Flyer. Exelsuper Essentials SuperSMA Product Disclosure Statement.

The best years of your life. In Adelaide, the life expectancy for women is around 83 years and for men, 77 years. How are you planning to live those years? It is important to consider the kind of lifestyle you want before you retire and start to make plans, and even implement some of them, before you leave work. Planning can help create a happy retirement. Put time and energy into much-loved interests.

Whilst we believe that Self Managed Super is the ultimate savings vehicle for retirement, the reality is that not everyone has the account balance or means to justify starting a DIY fund. In 2009 the Australian government released its report into the super industry. A Statistical Summary of Self-Managed Superannuation Funds. Whilst the reality is that not everyone has a large enough balance,.

At the same time, you should ask your overseas super provider whether special restrictions or conditions apply in its country. What are the benefits of transferring super and pension monies to an Australian fund? Tax - effective saving.