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Superannuation and Retirement Planning

Benefits of looking after your super

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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

  • Earnings on investments within your super fund are taxed at maximum 15%

  • Effective strategy to reduce your personal income tax

  • If you're aged 60 or over, income from super is usually tax-free

  • Super benefit maybe tax free in certain conditions

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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.

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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.

For others, retirement may be a gradual process where they vary their working hours as priorities shift, or perhaps leave employment and then return.

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Where is your retirement income coming from
  • Your super

  • Investments and savings

  • Government benefits

  • Your business

  • Your home

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

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