Retirement Seminar

9th March 2021

How to Retire Comfortably on $600k or more. A comprehensive FREE seminar

6:45pm for 7:00pm (ends at approximately 9:00pm)
Call (08) 9445-2247 or book on-line now to reserve your place.

This is a key opportunity to find out how to plan for a comfortable and secure future. You will see how others arrived at their decisions.

We will show you:

  • How Mike (66) and Kathy (60), with $800,000 in superannuation and savings, receive a total annual income of $90,000 (including $20,000 from part-time work and part Centrelink age pension) with no personal tax;
  • How Phil (60) and Helen (58) with 5 years to retirement with total superannuation investments of $950,000 build their superannuation and pocket an additional $7,300 per year in tax savings and other benefits;
  • How Christine (65) with investments of $960,000 outside of superannuation and $135,000 in superannuation structured her assets to receive a tax-free income of $64,000 per annum;
  • How Tony (62) and Cheryl (60) retired and sold their business and business premises for $3M without Capital Gains Tax and were able to contribute $3M to their super and enjoy tax-free income in retirement;

Investing for retirement, the do’s and dont’s in a COVID 19 environment.

Including a Q & A Session. Put your questions to our panel of experts.

SEATS ARE LIMITED. BOOK NOW: Call Sue or Shelley on P: 9445 2247 or book online