Retirement is a time to enjoy the rewards of a lifetime of hard work, but managing cash flow effectively is crucial to making this phase truly fulfilling. For retirees who hold investment properties or other assets, ensuring that income streams are reliable and aligned with their lifestyle needs requires thoughtful planning.
If you would like the opportunity to boost your super, achieve tax efficiencies and improve your financial situation, you will need to take action before the end of the financial year on 30 June 2017.
Whether you are a young single, growing your family, a business owner, SMSF Trustee, pre-retiree or retiree, there are strategies you should consider.
What do I need to do about the Super changes?
With so many legislated changes to Super coming into effect on 1 July 2017, it can be difficult to know which affect you and what you need to do. There may be actions you must take before June 30 to avoid penalties, and now is also a good time to review your Super strategy to make the most of your retirement savings.
Click below to view our Super Reforms checklist which helps you understand the changes and how they may affect you.
