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Retirement is an important stage in your life. Proper tax planning is critical to retirement in comfort and security. The key to financial survival in retirement is to avoid the expensive tax trap.

Common pitfalls:

  • paying too much tax
  • not taking full advantage of Centrelink benefit (including travel and health concessions)
  • not actively managing your Reasonable Benefit Limit position

The key to solving the Reasonable Benefit Limit problem is to solve them before they become unmanageable (and therefore subject to substantial punitive tax).

We have licensed financial planner that can advise on or before your retirement to plan your retirement.


 



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