Post-Retirement Planning

Especially as we retire earlier and live longer, post-retirement planning is paramount. To achieve optimal retirement income we:

• Keep abreast of legislation changes to ensure the use of every possible strategy;
• Monitor expected retirement livings costs;
• Structure assets to minimise tax and maximise retirement income;
• Consider preserving superannuation retirement funds in accumulation phase rather than pension phase particularly if holding non-income producing assets such as gold, artwork and land. Some of the noted investments can only be held in self managed superannuation funds;
• Consider unique investment strategies that exist for over 60 year olds whose retirement assets are housed in superannuation; and
• Tailor estate planning requirements.

For more information please see our retiree offerings.