People fined for breaching public health orders during the pandemic will be reimbursed in the nation’s most populous state after the government received legal advice the infringements could be invalid …
Planning and Consolidation
Planning your next chapter, your way
You’re probably beginning to think more about retirement. You may be ready to step back from full-time work, start accessing super, or just want to know you’re on track for the kind of lifestyle you have in mind.
Maybe your circumstances have changed — through a career pivot, business sale, redundancy or divorce — and you’re thinking about life after full-time work earlier than expected.
Common goals at this stage include:
- Understand super access and contribution rules
- Plan a step-down or full retirement
- Protect and grow wealth in the lead-up to retirement
- Clarify income and lifestyle needs
- Finalise estate and legacy planning
- Review risk protection
Planning and Consolidation: Comprehensive advice strategies
- Layered strategies for wealth and legacy
- Advanced tax considerations like capital gains tax planning
- Education and investment bonds
- Transition-to-retirement income strategies
- Maximising super contribution strategies and perhaps some withdrawal planning
- Tax effective investments and cash flow advice