Superannuation & retirement planning
Superannuation is a key component of a sound longer term wealth accumulation strategy. It is not an investment within itself; rather it is a tax structure through which investments can be made. There are considerable tax benefits available during the life of a superannuation fund and also when it is transitioned into a pension. As such, superannuation has become a practical and important retirement savings vehicle.
Essentially it presents investors with the opportunity to make significant real gains over time within a tax efficient structure.
There are many strategies that can be used to help you achieve your retirement goals before and during retirement. Some of the most common ones are:
- Superannuation Consolidation
- Government Co-Contribution
- Salary Sacrifice
- Transition to Retirement
- Allocated Pensions
For more information on superannuation and retirement planning click here.
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This material has been prepared without taking into account a potential investor's objectives, financial situation and needs. Before making a decision based on this material a potential Investor should consider the appropriateness of the advice, having regard to their objectives, financial situation and needs. We recommend that prospective investors consult with their Financial Adviser prior to making any investment decision. While the sources for this material are considered reliable, responsibility is not accepted for any inaccuracies, errors or omissions.