We can assist you to build a comfortable retirement, maximise income or growth or both, all while minimise taxation through different types of structures.
We can assist you to buy a property through a limited recourse loan, or shares using leveraged products. We can show you how to salary sacrifice and blend it with a transition to retirement pension to maximise your income and minimize your taxation.
We will also assist you to get the most out of your SMSF in light of the 2017 Super reforms.
We can ensure your estate planning includes a valid binding death benefit nomination if required and we will update that annually as part of the compliance service.
If you become eligible for part or full age pension we can assist you with the process of applying for a pension.
We have a lot of personal experience in assisting loved ones through Dementia and the Aged Care Process. We can assist you with structuring your own or your parents’ aged care plans to reduce the stress that age and infirmity can bring.
This includes wills, enduring powers of attorney, enduring powers of guardianship and advanced health directives (see Estate and Incapacity Planning)