Pension & Withdrawal Strategies - CapitalQ

Pension & Withdrawal Strategies

A fact often overlooked by many individuals is that your retirement is not the finish line.

Rarely, if ever, will you simply retire and take all of your super and run!

No, the reality is that your superannuation savings will be used to fund your lifestyle over many years to come.  And therefore you want to ensure that –

  • Your withdrawal strategy provides you with maximum tax effectiveness,
  • While putting minimal strain on your fund’s investments,
  • While providing you with the flexibility your lifestyle requires.

Superannuation withdrawal strategies, including the use of the various pension types, has always been a specialist area, but the recent changes introduced by the Federal Government, including in particular the new $1.6m Pension Balance Cap and the changes to Transition to Retirement Pensions, mean you must be ever more vigilant.

Make sure you get the most from your hard earned retirement savings, and ensure they aren’t eaten away unnecessarily by taxes nor reduced investment earnings.

More about Self-Managed Super

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What our customers say

Rescued us from the clutches of a big, overcharging, national Accounting Firm

Having recently started our business we found ourselves at the mercy of a large, national, supposedly expert, Accounting Firm. Their fees were huge, and despite us expecting that would mean our affairs were being kept in perfect order, it turned out to be the exact opposite! Luckily, we found CapitalQ just in time and they have rescued us from the clutches of those over charging, and yet underservicing, so called “big time” advisers. Our affairs are up to date for the first time since commencing business. And for the first time we know the true position of our business, how it is performing and we are making better, more informed business decisions than ever.

Daniel Skerke

Co-Founder & Director - Fresh Pathways (Making Dreams Become Reality)

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