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Superannuation Advice for a Worry-Free Retirement

Retirement

1. Reduce work hours or stop working completely

2. Consider superannuation contributions, withdrawals, and using super for regular income payments

3. Apply for Centrelink Age Pension for an income in retirement (if eligible)

Inheritance

1. Identify the assets and your financial situation after receiving them

2. Minimise tax using superannuation contributions

3. Investment selection and Age Pension asset test optimisation

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Free initial chat

  1. Wondering whether you have enough money to retire at a certain age?

  2. Considering a Transition to Retirement strategy?

  3. Unsure of what pension product to purchase?

  4. Should you pay down debts before you retire?

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