I agree with Tibbs and $$$$$$.However, you do need to be savvy...

  1. 791 Posts.
    lightbulb Created with Sketch. 1
    I agree with Tibbs and $$$$$$.

    However, you do need to be savvy with super rules and strategies, otherwise it may pay to speak to / pay for someone that can help you with anything that you aren't doing or could be doing, especially with Centrelink, pensions, estate planning etc, otherwise it might be a case of you don't know what you don't know.

    For me, my Accountant processes the (reasonably organised) stuff I give him and doesn't charge much more than esuperfund AND I can use any investment, insurer or broker I like. If I need his advice, then I'm sure I'd be happy to pay him.
 
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.