Retirement Planning

We are able to provide our clients with advice on suitable retirement income strategies to maximise their financial position and goals in retirement.

This includes:

• Providing detailed advice on Account Based Pensions (ABP), Transition To Retirement Pensions (TTRs) and Annuities. 

• Providing advice on how superannuation and investment assets should be structured in retirement (particularly noting the potential benefits of splitting income between marriage partners).
   
• Development of strategies, where appropriate, to optimise a client’s eligibility to Centrelink age pension entitlements.
   

• Specialist advice for Defence and Public Service retirees covering areas such as:

  o   The relative benefit of pension versus lump sum options;

  o   Redundancies; and

  o   Management Initiated Early Retirements (MIER).