Retirement planning and superannuation can appear complex and confusing at times. Having the right strategy in place can make thousands of dollars difference in retirement lifestyle. Our role is to ensure you are making the most effective use of your income and taking advantage of the legislative opportunities provided by the government.
Again, our role is to support you through the process by firstly understanding your desired lifestyle in retirement and then establishing the appropriate strategy to help you get there. We review your income sources and develop a plan to produce the most tax effective outcome for you to maintain your lifestyle whilst maximising your contributions.
Once in retirement our role is to structure your pension appropriately to deliver the desired income and manage the assets to maintain the asset base for as long as possible. A part of this planning may also include the use of Centrelink to supplement the cash flow.