Planning ahead: Retirement super strategies
Effective wealth planning for the years leading up to retirement
If you’re planning to retire in the next five to 10 years, or already transitioning to retirement, you may be looking for extra support to help grow and manage your retirement income, especially with ongoing changes to super rules.
In this seminar, our experts will outline the impact of any recent changes and share investment opportunities that may help to more effectively manage your income stream in retirement.
- different super structures to help you determine what may be the most appropriate one for you
- tax strategies to consider leading into retirement
- navigating the retirement risk zone
- investment opportunities in today’s markets
- how we support and partner with our clients.
Following the seminar, our team will be happy to answer any additional questions you may have*.
How to register
To book your place please choose a location and time that suits you. If you prefer to book over the phone, simply call 1300 852 017.
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