Being Retirement Planning experts means that we are experienced and capable in advising clients on their potential Age Pension (and DVA) entitlements and ways to maximise them.
Often we find clients can optimise the structure of the assets in retirement to improve their pension benefits.
In addition to this we are able to provide transitional advice for older retirees into Aged Care Facilities.
Tax Planning
In conjunction with your Accountant we can establish
- Capital Gains Tax Management
- Tax Deductible Super Contributions
- Negative Gearing
- Advanced Tax Planning Strategies
Loan & Debt Structuring
Many people do not fully appreciate the impact of correctly structuring their loan facilities.
We can assist clients in answering the following questions
- Should I fix my rate?
- Should my loan be Principle and Interest or Interest Only?
- How can I reduce my home loan faster?
- What is debt recycling?
- How can I use my trust/company or superannuation to pay off my home sooner?
