Retirement (Aged 65+)


Will I have enough for retirement?

At the end of your working life your superannuation is most likely your primary source of income, therefore it is important to get the balance of generating benefits and maintaining them over the course of your retirement right. 

Pension strategies

SMSF's are primarily formed to provide you with benefits upon retirement. It is vital to obtain specific advice regarding your personal circumstances to ensure you're minimising tax and obtaining maximum benefit when withdrawing benefits from superannuation.

We provide strategic and structural advice with respect to:

  • SMSF estate planning
  • Retirement projections
  • Segregation of assets strategies
  • Centrelink and Commonwealth Seniors Health Card
  • Contribution strategies (including re contribution strategies)
  • Tax planning services (annual review of the funds position)
  • Pension establishment (account based pensions and transition to retirement pensions)
  • Consideration of Centrelink Age Pension and Commonwealth Seniors Health Card implications