Superannuation advice

Considering all elements of superannuation advice supporting tax planning, costs and future growth.

Plan today so you can afford the future you want.

We help you maximise your superannuation through tailored contribution strategies, tax planning, and investment advice. This gives you clarity and confidence in your long-term financial future.

What we do

I

Superannuation account review

We review your super regularly to keep contributions, tax strategies, and investment mix aligned with your goals. By leveraging our scale, we help reduce administration and investment fees while tailoring your portfolio for long-term growth.

II

Superannuation contribution advice

We provide tailored strategies to help you maximise tax benefits, boost your super balance, and stay on track for the retirement you want.

III

Salary sacrifice strategies

Our salary packaging strategies are designed to make your income work harder — optimising after tax savings, boosting super, and building long-term wealth.

IV

Downsizer, spouse splitting and co-contribution strategies

We provide advice on eligibility-based strategies such as downsizer contributions, spouse contribution splitting and government co-contributions, helping you take advantage of opportunities that may be available based on your circumstances.

V

SMSF trustee advice

We provide comprehensive SMSF trustee advice to help you manage your responsibilities with confidence, stay compliant with regulations, and make informed decisions about your fund’s investments and strategy.

 

Client stories

In the top 10% nationally for client satisfaction, we’re trusted to deliver advice that makes a difference.

We could not be happier

Vantage regularly contact us to discuss changes to the fund to maximise returns and provide monthly updates on all aspects with investments. Ellen and I highly recommend their services.

20 year relationship

For over 20 years, Vantage Wealth has guided us from working life into self-funded retirement. Thanks to their care and attention, we enjoy our retirement with complete peace of mind.