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| Financial Managment |
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How to Retire Successfully in Style |
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Learn from an experienced financial planner, proven ways to accumulate
wealth for retirement and the legislative opportunities available for people
prior to transitioning into retirement. The session will also cover strategies
on how to build a tax free income stream in retirement, explore your options
and if applicable, improve your eligibility for Age Pension benefits. Learning
Objectives: Confirm cash flow requirements for retirement; Understand
strategies available to build wealth prior to retirement; Understand strategies
available once you have retired in order to maintain cash flow. Understand
the process of confirming the asset base required in order to sustain
/maintain lifestyle once retirement/financial independence is obtained..
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Self-Managed Super |
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| Understanding the many advantages of self-managed super funds and whether they are appropriate for you. We cover the benefits of investing, tax management, estate planning, pension strategies and risk management, and how to maximise these funds from an investment perspective. |
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