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

Recent advice directly resulted in a $10k to $15k increase in our bottom line PER MONTH!

We have worked with the Team at CapitalQ for some 12 years now, and they have been an invaluable, irreplaceable partner in our businesses and wealth building. Every year CapitalQ go all out to help minimise our taxes and over the years the total savings are substantial. The strategies put in place will continue to save us tax each year well into the future. They have also made substantial contributions towards increasing our profitability. There are two very specific pieces of advice we have received that each directly resulted in immediate, substantial increases in profitability. The most recent such piece of advice resulted in an instant $10,000 to $15,000 PER MONTH improvement in our bottom line!”

Pension & Withdrawal Strategies

More about Self-Managed Super

ARE YOU A BUSINESS OWNER WHO WANTS TO PAY LESS TAX?

What our customers say

Recent advice directly resulted in a $10k to $15k increase in our bottom line PER MONTH!