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Business Superannuation

Plan B provides a convenient way for you to help your employees provide for their retirement. We can help you establish all the processes that are needed to fulfil your obligations as an employer.

There is a number of benefits for both the employer and their employees.

For Employers

Your own corporate account
Establish a flexible superannuation account to suit your business.

Design your fund
The ability to offer superannuation benefits such as salary packaging to your employees.

Insurance at competitive rates
Arrange for life insurance and salary continuance with automatic acceptance levels for employees.


For Employees

Low tax rate
Maximum 15% on any investment earnings.

Choice
A range of investment options are available to suit their investment needs.

Regular reporting
Receive member statements, fund performance and confirmation on unscheduled contributions.

Business Insurance

Running a business carries with it a number of obvious financial risks. While we usually rely on insurance to protect us against some of the more obvious risks such as property and business interruption, we often do not carry risk protection as far as we should. Here are some important considerations for the protection of your business.

Key Personnel Insurance

This is a vital form of insurance for a business, as it provides protection in the event of a key employee’s inability to take part in the operation of the business. Without adequate insurance, many businesses are forced to foreclose, seek financial assistance, or simply don’t provide any benefit to the deceased estate.

Buy / sell insurance

Effecting a life policy on the life of each proprietor of your business ensures that funds are available to allow for a smooth transfer of the business in the event of death or disablement.

Business expenses cover

For the established self-employed person, protecting your ability to meet business overhead payments if you are disabled and unable to work is an important consideration to safeguard your business. Eligible items covered by such a policy include rent or mortgage payments; leasing of plant or motor vehicles; accounting fees; staff wages; and any ongoing fixed business overheads.

Insurance can be a confusing and complex area for many people. Plan B can simplify the process to ensure that you, your family and your business are adequately covered.

Exisiting Members can download Corporate Superannuation Forms here.

Call our Client Services Team on 1300 362 082 or email planb@planbonline.com to obtain a copy of the current Plan B Superannuation Fund Product Disclosure Statement or to discuss any of the insurance cover listed here.