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