PLAN FOR RETIREMENT

Your SMSF will be a key component of your retirement planning as the SMSF can be used to pay lump sums or concessionally taxed income streams

If you are over the age of 60, the benefits paid from an SMSF will be tax-free.

Retirement Planning involves knowing when you will retire and with how much.

The more that you can contribute into your SMSF before retirement, the greater your retirement benefit will be.

At Powers we work with you to plan your retirement goals and achieve them.

It may mean establishing an annual contribution strategy, establishing an investment strategy or consolidating all of your Superannuation in your SMSF so that you can make the investment decisions for the SMSF.

Planning for your retirement assists in achieving your long term goals.

Read our “Superannuation and Planning your Retirement” Blog

Email us to discuss planning for your retirement

UNIT TRUSTS & PROPERTY

With an SMSF having the ability to acquire property with a non-recourse borrowing arrangement, direct property investments using SMSF give rise to a number of opportunities.

RETIREMENT PLANNING

Your SMSF will be a key component of your retirement planning as the SMSF can be used to pay lump sums or concessionally taxed income streams. If you are over 60 the benefits paid from an SMSF will be tax-free.

PENSION STRATEGIES

At Powers we know pension strategies and our goal is make sure your SMSF has the pension strategy that suits you.

COMPLIANCE

At Powers we can prepare financial statements and arrange the audit to ensure compliance with the SIS Act.