Equiti Partners can advise you on your retirement benefits and the best way for you to maintain your income and lifestyle. Our aim is to have your financial nest egg structured effectively to provide a tax effective income including, if eligible, ensuring you obtain the maximum tax and social security retirement benefits.
After making smart choices about your money through your working career, retirement now provides more time to enjoy life on your terms! The key to enjoying a successful retirement is knowing that you can lead a comfortable lifestyle without financial stress.
As the taxation and superannuation system are complex, getting professional advice on your retirement benefits can make all the difference. Having one of our experienced retirement advisors discuss your possible benefits when planning for a comfortable retirement, will ultimately prolong your retirement income.
Equiti Partners: Providing tax effective retirement benefits planning
We can help you take advantage of taxation benefits specifically established for retirees, such as:
• Tax rebates
• Higher tax-free thresholds
• Zero taxation on earnings while funds are held in certain retirement income products.
At Equiti Partners we have developed a personal approach so that you have financial security as you enjoy your retirement benefits. We can ensure you are making the right choices to achieve financial freedom.