Retirement Planning

Retirement Planning is a complex issue and everyone’s needs are different.

We work with you to understand your personal retirement needs and desires.

Strategic retirement planning issues include;

• How to stage and structure your contributions to superannuation.
• Transition to Retirement Strategy
• As a couple you may be wishing to retire at different times
• You may have turned 55 (or resigned) and need to make decisions about Defined Benefit Super
• Recontribution Strategy
• Superannuation Splitting
• Centrelink
• Property decisions including downsizing
• Estate and intergenerational planning, including tax implications
• Aged Care – building your future aged care plan into your retirement plan.
• Tax Free Income Streams