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Retirement Planning is one of the core services offered by 50Plus. This reflects the strong skills our staff have within the retirement planning field, as well as our affinity with clients who are nearing retirement, or have retired.
Pre Retirement Services
Pre retirement services generally involve the services we provide to clients who have yet to retire - but anticipate retiring soon. These services include;
- Wealth Accumulation strategies
- Self Managed Super Fund: establishment, management & administration
- Transition to Retirement (TTR) strategies (generally clients aged 55 who are still in the workforce). This strategy enables clients to access their super as an income stream - usually in conjunction with a superannuation salary sacrifice strategy. This combined strategy is designed to generate an income, in the most tax effective manner, whilst growing the value of your super.
- Super Salary Sacrifice strategies
- Super Amalgamation
- Maximising Government Co Contribution and Spouse Contribution strategies
- Centrelink strategies for people who are unable to obtain work, who are disabled or widowed. These strategies may apply to clients under Age Pension age
- Coordinating Centrelink/DVA communications - so that you don't have to keep everything up to date with Centrelink/DVA
- Financial Planning to our client's children - including wealth creation & insurance strategies (including income protection).
- Maximising/preserving existing Centrelink arrangements where large super balances exist
- Management of CGT on the transfer of non super assets into super
- Estate Planning strategies
Post Retirement Services
Post retirement services generally involve the services we provide to clients who have retired from the workforce. The services we provide this client segment include;
- Wealth Preservation strategies
- Self Managed Super Fund: establishment, management & administration
- Retirement Income Stream strategies
- Maximising Centrelink benefits
- Coordinating Centrelink/DVA communications - so that you don't have to keep everything up to date with Centrelnik/DVA
- Financial Planning to our client's children - including wealth creation & insurance strategies (including income protection).
- Estate Planning strategies
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