Withdrawing your super
Just as there are rules around when you can withdraw your super, there are regulations that impact on how you withdraw it. Did you also know you don’t have to take it as one single lump sum? There are lots of different options available to you and some of those have significant tax benefits.
As you approach retirement, think about the kind of lifestyle you want to live and money or income you’re going to need to do that. There are likely to be peaks and troughs in your expenditure so plan for those. Then talk to an expert about the best way to give your super ‘life’ so you can enjoy every moment of your retirement.
Talk to a financial advisor today
To begin your journey towards a more secure financial future, book your initial consultation with one of our expert financial advisors today. With access to the latest tools and knowledge, our team work closely with you to understand your situation and needs, then develop a personalised and flexible financial plan to help you achieve your goals.