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Financial Planning: Retirement Planning & Superannuation Advice*

Whether you are retired, close to retirement or it’s a fair way away, retirement planning is essential for all Australians.

Ask yourself these questions:

  • • Do I know how much money I need to live a comfortable retirement?
  • • Do I know the best way to fund my retirement?
  • • Is retirement too far off to start worrying now?
  • • What is salary sacrifice?
  • • When can I access my super?
  • • What are my options when I retire?
  • • Will I pay tax on my super if I take a lump sum?
  • • What are the different types of income streams I can access in retirement?
  • • Can a Reverse Mortgage assist me in retirement?
  • • I've already retired and I’m just living off what I’ve managed to save. Will this money run out or can I change my strategy even now?

If you don’t know the answers to these and other questions then you could well be on your way to a financially difficult retirement (or you may already be there!). Your future doesn’t have to sound so gloomy if you take action now.

Your Count adviser can offer valuable advice to help you with:

  • • Superannuation strategies
  • • Retirement income stream strategies

* Services provided as an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625. AFS Licence Number 227232. Principal Member of the Financial Planning Association of Australia Limited.

General advice warning: The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.

Financial Planning Services: