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Retirement Planning and Aged Care

One of the things we all appreciate is how quickly time passes.  Each year seems to pass more quickly than the previous one and before you know it, a decade has passed!  So it is important for us all to ensure that we make the most of life and the opportunities it brings.  This includes planning for retirement.

You can never start too soon to plan for retirement. Building up adequate financial assets whilst raising a family, paying down the mortgage and achieving your lifestyle goals can be a challenge. Careful planning and discipline are integral to success.

Much to consider

There are many things to consider when planning for retirement. Things like: whether superannuation, which can’t be accessed till retirement, is preferable to other forms of investment; what is the most tax effective way to manage leave entitlements; will you be entitled to receive the government Aged Pension or other benefits; and will you be liable for tax during retirement.

So whether you are approaching retirement or planning well ahead of time, we can assist you in maximising the outcomes so that you can enjoy your retirement with adequate income.

Saward Dawson Wealth Advisers Pty Ltd (as trustee of the Saward Dawson Wealth Advisers Trust – ABN 74 620 432 790), Saward Dawson is an Authorised Representative of Count Financial Ltd ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.

Retirement Planning and Aged Care Specialists