Retirement Planning
Retirement Planning
What is your plan for when you stop working? Do you have enough savings to fund your retirement years? With Australians living into their 90s, many will need to fund retirement living for as long as 30 years.
Our professional financial advisors can help you develop a plan to turn your dream retirement into a reality. The first step is to clarify what you want your life to look like in retirement. We then work with you to develop a plan which will allow you to achieve those retirement goals and maximise your savings so they last the distance.
Superannuation
Designing a superannuation strategy that is tailored to your circumstances and specific needs is a vital part of a retirement plan. Through our comprehensive knowledge of the regulatory environment and range of wealth creation strategies we can provide practical advice on the most effective superannuation strategies.
Those superannuation strategies may include establishing a Self Managed Super Fund. Strategic Wealth Services provides customised SMSF services to clients from all over Australia, including a comprehensive range of fund administration, compliance and audit services, as well as providing practical advice on:
- The accumulation, retirement and estate planning phases of an SMSF
- Initial design, establishment and strategies required to run an effective fund
- Developing and managing the fund’s investment strategy
- Transition to retirement and commencement of income streams.
Other opportunities
As part of your retirement plan, we also ensure you make the most of other savings and investment opportunities, as well as maximise any government entitlements in the most tax-effective manner.