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Upcoming events

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Seminar & information evening

We are once again hosting a "not-to-be-missed" information & seminar evening for clients & their guests particularly for those age 55+.

We will cover the popular Transition to Retirement strategy & explain with examples how super can provide significant potential benefits while still working, such as:

  • using super to reduce your working hours and ease into retirement
  • reduce the income tax you currently pay
  • convert the 15% tax you pay in superannuation to a nil tax environment. 

For those who already benefit from this strategy, the discussion will provide an opportunity review & show others (family members or friends) who may also benefit. 

Case studies of this strategy are available from our website (under "Retirement" in the Education Centre).

Other topics  include maximizing Age Pension, security in retirement. and Estate planning. Stay tuned for an up-date.

Please let us know by email or by phone (03 9533 0600) if you may be interested in attending and how many guests you would like to invite. Invitations will be forwarded in due course.