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
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
Ground Floor, 99 King St
Melbourne VIC 3000
T: 03 9221 6224
What you will learn:
- What is the ‘œTransition to Retirement’ Strategy?
- How does it work?
- Who can take advantage of it?
- What are the tax benefits?
- What are the contribution rules?
- Integrating it with an effective SMSF (Self Managed Super Fund) strategy
- Understanding how to buy property in your SMSF
- What are the biggest threats to self-funded retirees long-term income?
- What investment strategies should you consider
- Case Studies