Pre-EOFY 2017 Superannuation Checklist

Category Archives: Transition to Retirement

Pre-EOFY 2017 Superannuation Checklist

Transition to Retirement

With 30 June fast approaching, time is running out to make any last super contributions before a raft of important rule changes from 1 July 2017. Concessional contributions From 1 July 2017, the concessional (deductible) contributions cap is reducing to $25,000 for everyone. Previously, it was $35,000 for people 49 years and older at the end […] Read More >

Utilising the ‘Transition to Retirement’ strategy

Transition to Retirement

Many people feel uncomfortable about approaching retirement.  For some the word it’s an unwanted reminder that they are getting older, even if they don’t feel it yet.  For those who are 55 and born before 1 July 1960, one big bonus of approaching this phase in life is being able to access a ‘Transition to […] Read More >

  • Sign up to our Newsletter

  • Testimonials

    “With the advice we needed we were able to save thousands of dollars in fees and taxes relating to our superannuation alone. We restructured finances to better reflect our personal and family goals”

    “Right from my first meeting with Planning for Prosperity, Daniel was very open with me and has taken me through the process carefully and caringly with the aim to provide the best financial advice.”

    “They investigate and consider an array of options and variables, of which some we had not considered… It is a complete package that we feel confident and secure in, with our financial matters being optimally managed within a very open, approachable and professional environment.”

  • General Advice Warning

    Please view our General advice warning here.