Site Content

---

Do I have enough? When is the right time to retire? Should I retire?  The right answer is, it depends on your circumstances! No two situations are identical, so its critical to get an understanding of your goals, objectives and financial position in order to make a proper assessment.

Areas of concern are largely around contributions to long term accumulation strategies, product selection and tax minimization in achieving goals.

We have answered these and many other questions for clients with particular emphasis on sustained positive cashflow outcomes.

Your financial position may be such that a Self Managed Superannuation Fund can assist in achieving your financial goals.

SMSF is not only for complex strategies, it can fulfill:

• Purchasing Business Real Property;
• Purchasing Collectables;
• Investing in listed and unlisted Company Shares;
• Purchasing residential rental property;

Speak with us today, and let us explore your options and guide you on your path to retirement.

How many ways can you build wealth for the future?

The list is as long as your arm. Options include:

• Concessional Contributions to Superannuation;
• Non Concessional Contributions to Superannuation;
• Investing in Direct Property;
• Purchasing Direct Shares;
• Regular Investment plans;
• Managed Funds;
• Cash savings;
• Investment Bonds;
• Term Deposits.

Each of these options have differing taxation outcomes, and may be beneficial to certain investors but detrimental to others. Speak with us today regarding a tailored solution.

The big day has arrived! Retirement. Years of hard work - over. Now what?

Alternatives abound. You need to decide if you:

• Withdraw capital from long term assets;
• Sell assets to fund your income needs;
• Purchase account based pension income;
• Purchase annuity income;
• Apply for Age Pension;
• Structure assets for maximum Age Pension benefit.

There is a myriad of options and areas requiring specific attention. Let us explore those options with you and structure a tailored solution for your stress free retirement today.