How to Use The Transition To Retirement Strategy - Spring Financial Group

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Seminar: How to Grow Your Super with the benefits of a Transition to Retirement Strategy

(4 Seminars ONLY: Syd & Melb)

This is a  strategy seminar aimed at anyone aged 55 and over and still working.

Superannuation, if understood and used properly is the single most tax effective investment structure in Australia.

Current available dates and times are:

This seminar is not running at the moment


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 6001

Melbourne Office:
Ground Floor, 99 King St
Melbourne VIC 3000
T: 03 9221 6224

What you will learn:

  1. What is the ‘œTransition to Retirement’ Strategy?
  2. How does it work?
  3. Who can take advantage of it?
  4. What are the tax benefits?
  5. What are the contribution rules?
  6. Integrating it with an effective SMSF (Self Managed Super Fund) strategy
  7. Understanding how to buy property in your SMSF
  8. What are the biggest threats to self-funded retirees long-term income?
  9. What investment strategies should you consider
  10. Case Studies