Helping you prepare for your dream retirement
Are you between 50 - 65 years old?
A transition to retirement strategy may give you more flexibility around your retirement date. We understand that the years before retirement can be challenging. Whilst looking forward to having more time to do the things you enjoy, you may have concerns about funding the retirement lifestyle you dream of.
Why partner with us?
We will listen to you to understand what is important abut your future and implement a transition to retirement (TTR) strategy to achieve this.
- Ensuring you are taking advantage of tax concessions
- Fund your goals by improving cashflow
- Maximising your retirement savings
This client improved their cashflow by $9,100 whilst reducing their taxes by $6,850
*We have assumed this client is 60 years of age, has a salary of $90,000 pa and superannuation balance of $250,000
|Tax free TTR income||$0||$25,000|
|Net tax payable||$23,050||$13,950|
|Add super tax on salary sacrifice||$0||$3,750|
|Tax on super earnings (assume 4% pa)||$1,500||$0|
For advice on your retirement position, please call our office to make an obligation free appointment with our financial advisors.