Strategies for investing in super.
We work with you to take advantage of the
I received an inheritance before I was ready to retire. Alan has set out an estate plan that our solicitor has put in place that has covered our children and grandchildren. At the same time, he has reviewed our superannuation and has used the inheritance to add to our super that now makes tax free payments to us. He called it a transition to retirement strategy.
It is amazing to us how much our super has grown and how we are hardly paying any tax.