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