Previous Webinars

Previous webinars

How to maximise your Age Pension
Video

Includes:

  • How can I maximise my pension?
  • I am several years younger/older than my spouse. What are my options?
  • What happens with the Age Pension in the event of death, either myself or my spouse?


Organising your Centrelink Pension
Video

Includes:

  • How can I maximise my pension?
  • Can I travel overseas and still receive the pension?
  • When should I apply for the pension?
  • How do I apply for the pension?
  • How much can I earn/work before my pension is reduced?


Retirement Planning
Video

Includes:

  • How will I fund my retirement?
  • What phases of retirement should I be aware of?
  • How much superannuation do I need for retirement?


How to Transition to Retirement
Video

Includes:

  • How the Transition to Retirement strategy works.
  • How to use Salary Sacrifice to boost savings and reduce tax.


Capital Gains Tax and Estate Planning
Video

Includes:

  • How the Transition to Retirement strategy works.
  • How to use Salary Sacrifice to boost savings and reduce tax.


Phases of Retirement
Video

Includes:

  • How will I fund my retirement?
  • What phases of retirement should I be aware of?
  • How much superannuation do I need for retirement?


2015 Federal Budget Review and EOFY tips
Video

Includes:

  • Changes to superannuation that will affect you
  • Impact on your personal tax rates and strategies
  • Potential strategies that result from the changes announced
  • Overview of end of financial year tax planning strategies


Sorting out your super
Video

Includes:

  • When and how you can access your super money
  • Taking care of yourself and your family without impacting your cash flow
  • Benefits of consolidating multiple super funds
  • Choosing the right investment option for you
  • Ways to grow your super savings and reduce tax
  • Why use super to save for your retirement?


Investment Options
Video
PDF Presentation