transition to retirement gold coast financial adviser financial advisor

Transition to retirement – Still a smart move

February 7, 2018
They say 60 is the new 40. And while it’s true that today’s over-50s are healthy and active for longer than previous generations, many in this position begin to dream about scaling back their work commitments so they can start ticking off their bucket list.
transition to retirement best financial advisor gold coast financial planning

Time to review transition to retirement pensions

July 4, 2017
Amid the major reforms to superannuation that took effect on July 1, some significant changes to the tax treatment of your Transition to Retirement Pension (TRIP) may have flown under the radar. Some individuals will be affected more than others, so if you have a TRIP or are thinking about starting one, now is the…

End of content

End of content