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:-
- Plan for early enough to ensure that adequate provision has been made
- Structure properly to minimize your tax, maximise your Centrelink and other benefits
- 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.