Over 50s - Superannuation & Retirement Planning - Spring Financial Group

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Seminar: Over 50s – Superannuation & Retirement Planning

Retirement means different things to different people. For some, it’s a definite point in time when work stops, for others it may be a gradual process. This involves an analysis of the various choices you can make today to help provide for your financial future.

This seminar will help you understand the various ways to calculate the money you need to retire and what are the influencing factors that impact what you may need to do now to get there.

Current available dates and times are:

We run regular seminars on all key topics on both a scheduled and demand-driven basis. We even offer exclusive small-group seminars for you and your friends/colleagues.

Please register and we will contact you to confirm your booking for our next available seminar on this topic or schedule a specific day/time for your exclusive small-group seminar.

Duration

45 Minutes plus Q&A

Venue Details

The seminars will be held in the Spring Financial Group offices.

Sydney Head Office:
Level 11, 95 Pitt St
Sydney NSW 2000
T: 02 9248 0422

Melbourne Office:
Ground Floor, 99 King St
Melbourne VIC 3000
T: 03 9248 6001

Brisbane Office:
Level 36, Riparian Plaza
71 Eagle Street
Brisbane QLD 4000
T: 07 3121 3189

In this seminar you will learn:

  1. How to start preparing for retirement
  2. The maths of financial independence
  3. How much do you need to retirement comfortably?
  4. Tax strategies to consider
  5. Investment strategies to consider
  6. What is the ‘Transition to Retirement’ Strategy?
  7. What are the contribution rules?
  8. Whether to establish an SMSF (Self Managed Super Fund) strategy
  9. What are the biggest threats to self-funded retirees long-term income?