There are so many variations to the word “retirement” today – traditional retirement, semi-retirement, transition to retirement and active retirement. We help and guide you to your perfect version of retirement teaming up with our financial planning team from RI Advice our services include:
- General Superannuation and investment advice – is your money working for you?
- Retirement gap planning – how much do you need to retire?
- Salary Sacrifice and topping up your super – how to maximise your super balance.
- SMSF Setup, ongoing accounting and audit plus ongoing advice – build your own nest egg
- Business Exit Strategies – my business is my retirement nest egg…….or is it?
- Self funded retirees
- Franking Credit returns
- Centrelink and pension payments
- Aged Care Placement and Planning
- Super consolidation – where is my super?
- Estate Planning to minimise tax and protect the bloodline
Retirement and SMSF is not just for the over 50’s – many of our younger generation business owners plan for an early retirement on the back of their business success. With the right strategy this could be you!