Retirement Strategies for Baby Boomers

Ensure your funds are used to their best advantage so you have the retirement you desire. This course is designed to give baby boomers the knowledge they need to effectively plan for and transition to retirement. Superannuation rules and regulations can be confusing at the best of times, understand how super works and learn how to use it as a tool to grow your wealth, reduce tax and transition to a comfortable retirement.

This is a fun and relaxed course with many real life examples of effective strategies. It will be presented by independent financial planners Jason Lane & Scott Durrant, who combined have 20 years of industry experience.

Topics covered
When can I retire?
How much do I need to retire comfortably?
Contributing into super
Reducing tax
Structuring assets effectively
How to invest super for retirement
Centrelink Age Pension
Types of funds for super pension phase
Estate Planning

Please note:
All courses need a minimum number of students to run. If your course does not have enough students it will be cancelled prior to the commencement and you will be informed. For your convenience information about class cancellations or changes are made initially via email and SMS, please ensure these details are correct.

This course has no current classes. Please join the waiting list.