Defined Benefit Superannuation Schemes


As a specialist Superannuation advisory firm, we understand the intricacies of defined benefit super schemes.

We can assist you by assessing:

  • Your benefit entitlement options, including reviewing the merits of an annual indexed pension relative to lump sum payments where applicable.
  • Strategies to maximise your benefit entitlements within individual schemes.
  • Transition to retirement options.
  • Tax effective strategies to manage a lump sum benefit (where applicable) at retirement, including analysing superannuation fund structures,.
  • Assessing the impact accepting of a redundancy.
  • Assessing the impact of resignation and transitioning to alternative Super scheme.

In all cases, our objective is to help you maximise your disposable income into retirement.