There are so many variations to the word “retirement” today – traditional retirement, semi-retirement, transition to retirement and active retirement. We help and guide you to your perfect version of retirement teaming up with our financial planning team from RI Advice our services include:

  • General Superannuation and investment advice – is your money working for you?
  • Retirement gap planning – how much do you need to retire?
  • Salary Sacrifice and topping up your super – how to maximise your super balance.
  • SMSF Setup, ongoing accounting and audit plus ongoing advice – build your own nest egg
  • Business Exit Strategies – my business is my retirement nest egg…….or is it?
  • Self funded retirees
  • Franking Credit returns
  • Centrelink and pension payments
  • Aged Care Placement and Planning
  • Super consolidation – where is my super?
  • Estate Planning to minimise tax and protect the bloodline

Retirement and SMSF is not just for the over 50’s – many of our younger generation business owners plan for an early retirement on the back of their business success. With the right strategy this could be you!