Retirement Planning

Planning for retirement includes considering various superannuation strategies, your savings, government pension availability and your other personal objectives for your retirement.  As the Government encourages Australians to take responsibility for and reach their financial retirement goals, people are repeatedly required to deal with superannuation funds. Self-managed superannuation is a means of saving for retirement. It enables you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.

As we do not hold an AFS licence and are not an authorised representative of such a licence holder, we are limited in advice that we can give to you.  We are unable to provide financial advice (for example providing an investment strategy, advice on whether you should make superannuation contributions or commence a pension). However, we are able to provide you with factual advice, such as how the superannuation rules would apply and what options are available.  We can assist you with advice on the taxation issues relating to the various options available for retirement.

Where financial advice is required, we will refer you to a licensed provider with your consent.  Superannuation law is a delicate area and personalised planning is required for each individual.  The team at Davies, Thompson & Wright can assist in establishing a superannuation fund that will effectively enable you to reach your financial retirement goals.

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