Retirement, contrary to belief, can be a challenging time in a business person’s life.

All of a sudden the business income has stopped and the retirees have to survive on what they have accumulated through out their life.

  • How much money do you need?
  • How are you going to manage your affairs?
  • What are you going to invest in?
  • How much should you spend each year?
  • What happens if and when the money runs out?
  • What benefits are you entitled to?
  • Where are you going to live?
  • What happens in later life?

These are real issues that you need to:-

  1. Plan for early enough to ensure that adequate provision has been made
  2. Structure properly to minimize your tax, maximise your Centrelink and other benefits
  3. Manage easily during your retirement

We specialize in this area providing assistance to our clients in the following areas:-

  • Establishing and Managing retirement savings plans
  • Establishing and managing SMSF superfunds
  • Providing guidance and projections on how much people need to accumulate to fund life requirements
  • Providing advice on Centrelink and other Services
  • Administering Pensions for self funded Retirees
  • Providing advice and assistance on Estate Planning and Estate Administration.
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Client Tools

We offer a range of free, easy to use
online resources including:
Calculators | Key Dates
Tax Facts | Useful Links




We have a range of resourceful
publications and documents
ready for download.

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Contact Details

B: 26 Lewis Street, Port Lincoln SA 5606
P: PO Box 368, Port Lincoln SA 5606

T: (08) 8682 5222
F: (08) 8682 6938