Wealth & Planning
Superannuation
Super is likely to be one of your largest assets. Wealth Mantra’s advisers help you choose a fund, set an investment option, decide on contributions and bring lost or multiple accounts together.
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Financial planning, super and retirement
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Who it’s for
Employees
People with employer contributions who want their super working harder.
Self-employed people
People who make their own super contributions.
People with several accounts
Those who have changed jobs and have more than one fund.
What’s included
Fund and investment review
Your fund, fees, investment option and insurance reviewed.
Contributions
Strategies for extra contributions within the caps.
Consolidation
Whether to combine accounts, and what to check first.
Insurance in super
The cover you have through super and whether it suits you.
How it works
Gather details
Your super statements and goals are collected.
Review
Fees, investments and insurance are compared.
Recommendations
Recommendations are made in writing.
Put in place
Changes are made with your agreement.
Good to know
Check insurance before moving
Closing a super account can end the insurance attached to it. Check before you consolidate.
Contribution caps
There are limits on how much you can contribute each year without extra tax. The caps change from time to time.
Questions
Can’t find your answer? Ask us and we’ll pass your question to the right business.
Answers are general information, not personal advice.
Reviewed by Wealth Mantra’s licensee · Last updated 6 October 2026
Insights
Guides from the group’s specialists
Wealth & Planning
Wealth & Superannuation Planning: Key Strategies 10 Years Out from Retirement
The super rules that matter in the ten years before you retire: the 2026–27 contribution caps, carry-forward contributions, transition to retirement, downsizing and death benefit nominations.
Wealth Mantra · 4 min read
Important information
General information only: it does not take your personal circumstances into account.
Services described here may be subject to eligibility, professional registration or licensing requirements. Confirm the relevant scope and documents directly with Wealth Mantra before proceeding.
Next step
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