Retirement can mean many different things to different people, from spending more time with family to travelling the world. No matter what it means to you, planning for your retirement and maximising your superannuation are essential to building a secure and comfortable nest egg, to help you live the life you’ve always dreamed of. In many cases, we have arranged our client’s affairs so that they receive most, or all of their retirement income, tax-free.
Super can be a difficult process to understand, especially if you want to set up a Self-Managed Superannuation Fund (SMSF). We’re here to help guide you through the process, offering our expert advice and tailored strategies to suit your unique situation and your goals.
Contact us to book your free consultation.
The Smart Guide to Retirement
How to retire comfortably to the lifestyle
you’ve always imagined
- What makes a successful retirement?
- Superannuation explained
- Understanding government entitlements
- Introduction to financial planning
- Four principles of wise investing
Self Managed Superannuation Funds
Is an SMSF right for you?
- Benefits and structure of an SMSF
- Understanding your role as the trustee
- SMSF Prerequisites
- Set up, fees and charges