Retirement Planning and Super Advice

Do you understand your superannuation? Do you have enough superannuation? What other investments do you have? What are the tax implications of retiring early?

There are so many factors to consider not only as you approach 60, but even earlier.

Our team can assist you in taking stock of your current financial position and explain the various tax implications of certain strategies. We can also put you in contact with our referring Financial Planner to discuss strategies and products that would best suit your goals and situation.

Questions worth asking before you retire

• Will my super and investments last as long as I need them to?
• When can I access my super, and how is it taxed?
• Should I start an account based pension or a transition to retirement strategy?
• Can I still make contributions to boost my super, and what are the limits?
• How will selling a property or business affect my tax and the age pension?
• What happens to my super and assets when I die?

Start planning early

The earlier you start, the more options you have. Small changes in your 40s and 50s, like extra contributions or restructuring investments, can make a real difference by the time you stop work. We help you understand where you stand today and what you need to do to retire on your terms.

Working with your financial planner

We look after the tax side of your retirement plan and work alongside our referring financial planner, who can advise on investment products and strategies. Between us, you get the full picture.

Based in Nunawading, we help individuals and couples across Box Hill, Mitcham, Doncaster and Melbourne’s east plan for retirement. Book a free 30 minute consultation to get started.