Transition To Retirement

Retirement income streams, superannuation, asset accumulation and access to Centrelink benefits are very important aspects of organising a retirement plan. However as we have a proactive approach and a diverse client base we often deal with 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 five to ten 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