Generally your future goal is to achieve a level of income that will provide you with a comfortable living standard in retirement.
You may be nearing retirement - a strategy of implementing an income stream from some super monies, while you then salary sacrifice your salary may be a great option for you.
You may be retiring shortly- a strategy of consolidating your investments in a tax effective manner to ensure you receive appropriate income and any Centrelink entitlements, while making allowance for emergencies and lifestyle options may be a better strategy for you.
Your future is dependent upon the decisions you make today! Don't make them alone, please seek our advice and guidance.
Examples of income options include:
- Accessing some of your super as income (if you are over the retirement age) through a transition stage to retirement.
- Receipt of income from any other investments you may have (i.e shares, property, managed funds etc)
- Income streams - usually arranged close to retirement or at retirement depending on what is best for your personal circumstances
- Centrelink benefits - having your assets arranged so that you qualify for a social security payment
At CPIS we are here to guide you and to assist you in achieving your objectives and goals in life.
To find out more  CPIS 07 3861 4313
Written content on this website is of a general nature only and is not a substitute for advice. Please seek advice before making any decisions and refer to the disclaimer tab below.
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