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Transition To Retirement

Retirement income streams, superannuation asset accumulation and access to Centrelink benefits are very important aspects of organising a retirement plan.  However in our proactive we often deal with a much broader range of issues, because our client shave a much broader range of issues, including:

  • Legitimate and reasonable asset structuring to achieve Centrelink benefits

  • Family Discretionary trusts (the impact on Centrelink benefits)

  • Trust Cloning planning

  • Planned and managed Gifting

  • Accessing Superannuation at the end of the working life (where it hasn’t been used in an employee mode)

  • Self Managed Super Funds and management of income streams within these, benefits of non-retiring members etc

  • Asset / Portfolio management in personal names, investment companies, family or investment trusts

  • Existing Annuities, reversionary or otherwise

  • Transition to Retirement (working executives or Directors within 5 – 10 years of retirement)

  • Business Succession Planning

  • Asset Protection Planning (where liabilities may run on, or business interests continue)

  • To use or wind up existing entities such as companies