At MGB, we are tax accountants & business advisors supporting all kinds of people and business in their accountancy & taxation needs. We also offer financial planning & lending services.
Suite 1, Level 1, Garden Court, 360-362 The Horsley Drive,
Fairfield Sydney NSW 2165
P.O.Box 982,
1300 784 314,
0418 145 517,
02 9726 2819
Norwest Business Park, Suite 5 Building B, 34-46 Brookhollow Ave
Baulkham Hills NSW 2153

Retirement Planning

Planning for retirement is extremely vital in today’s economic climate, and MGB financial planners can provide you with advice and assistance in doing so.

  • While you are still working: If there is a considerable difference between how much you currently have in your retirement compared to how much you will need in the future, you are able to make additional personal contributions to your superannuation account. There are also various other steps that can be taken to grow your super whilst you are still working.
  • When easing into retirement: If you are aged 55, the current preservation age, and are still in the workforce, you are entitled to participate in a Transition to Retirement Strategy. This strategy enables you transfer either a portion or all of your superannuation money to a retirement product, whilst maintaining your income for as long as you continue to work. The strategy provides tax benefits and allows you to increase the amount in your superannuation account before you retire. Also, you can decrease the hours you work without sacrificing your current income.
  • When you are fully retired: This stage of your life is equally as important as pre-retirement, as you need to ensure that you have enough money available to lead the lifestyle you choose. It is imperative that your investment decisions are carefully thought out and planned so that your money can last, and even possibly grow.

General Advice Warning

This is issued by Michael G Bridges an authorised representative of GWM Adviser Services trading as MLC Financial Planning. This information might contain unsolicited general information only, without regard to any investor's individual objectives, financial situation or needs. It is not specific advice for any particular investor and is not intended to be passed on or relied upon by any person. Before making any decision about the information provided, an investor should consider the appropriateness of the information in this document, having regard to their objectives, financial situation and needs and consult their adviser. Any indicative information and assumptions used here are summarised and also may change without notice to you, particularly if based on past performance. 

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