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

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I was headed for ATO disaster... but thanks to CapitalQ we nipped it in the bud

I know everything there is to know about the services my business provide, and I know how to do it well and how to grow my business. But I know little about, and don’t want to know about, the tax and accounting and administrative side of things. As a result I was always behind, always struggling with paperwork and administration that I never came close to managing or getting on top of. CapitalQ worked with me to get my head above water, then to streamline that side of my business and manage much of it for me. A huge weight was lifted from my shoulders, my stress levels completely subsided and life was great. The result … an unsolicited buy-out offer for my first business (which I accepted) helping to set up financially me and my family for life. I have now started my second business, and they are doing it all over again. Business profits are growing, and I am once again fighting off suitors!
Craig Wilschefski

Craig Wilschefski

Founder and Director of Home Loan Republic and Finance for Fitness

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