Planning For Your Retirement

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Planning For Your Retirement


To have the retirement of your dreams, you must plan ahead. The bonus is, the sooner you start thinking about your retirement life, the better opportunity you have of making those dreams a reality. That said, even if retirement age is creeping and you haven't yet placed much consideration into a retirement strategy, it's never too late to plan ahead.

WHAT WE'LL COVER:

    • Superannuation in a nutshell
    • Helping you save for retirement
    • How much is enough?
    • Boosting your superannuation
    • Other super strategies
    • Creating a tailored investment portfolio
    • SMSF explained
    • Case Studies
    • Estate Planning




    NEED TAX AND SMSF ADVICE? CONTACT US! NEED TAX AND SMSF ADVICE? CONTACT US!

    6 Jun

    Federal Budget 22/23 Key Superannuation Changes

    As we head towards June 30, it's important to know what last minute tax deductions and changes are imminent. Bianca gives us a concise 5 minute summary on the new superannuation rules effective from 1 July 2022.


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    5 May

    THE WOMAN SERIES // Rebuilding After Divorce

    ONLINE Webinar: Rebuilding After Divorce
    5 May 2022 // 1:00pm - 2:00pm 


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    7 Apr

    THE WOMAN SERIES // Financial Goal Setting

    Taking time to ask yourself the big questions can be daunting and empowering at the same time. We tend to want it all, however, prioritising your goals and needs is a valuable step. Can you afford that renovation, holiday or early retirement?

    Planning for life and its ups and downs is the first step.


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