Superannuation and Retirement Planning
Benefits of looking after your super
Super is a way of saving for retirement. It is also a tax effective tool to build and preserve wealth for you and the family.
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Using super to buy your first home
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Earnings on investments within your super fund are taxed at maximum 15%
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Effective strategy to reduce your personal income tax
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If you're aged 60 or over, income from super is usually tax-free
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Super benefit maybe tax free in certain conditions
We offer a wide range of Superannuation and retirement planning strategies in an ever-changing legislative environment to build wealth in a tax effective environment.
Retirement
Retirement means different things to different people. For some, it’s a definite point in time when work stops, and a new phase of life begins.
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For others, retirement may be a gradual process where they vary their working hours as priorities shift, or perhaps leave employment and then return.
Where is your retirement income coming from
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Your super
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Investments and savings
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Government benefits
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Your business
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Your home
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We offer a range of tax effective, flexible retirement income strategies which cater for different styles of retirement.
Let's have a quick chat
Whether you have a clear vision of your needs or are unsure where to begin, our Adviser is prepared to help.
Talk to us today
02 8065 7526