Retirement Pensions

Superannuation Pensions now offer even greater flexibility and tax benefits. According to our super fund specialist, Richard Hayes, retirees no longer need to be concerned that “my money is locked away” or “I won’t be able to access it when I need to”.

Unfortunately this area is subject to regular change (as often happens when things appear too good to be true).  Richard provides regular updates to help investors to stay ahead of the game..  To read his recent articles go to Related News.

For those over age 60, pensions are better than ever with pension payments exempt from tax.

In addition, the earnings of the pension fund are also tax exempt so the full benefit of investment earnings, capital gains and franking credits can flow on to the investor. Surely great reasons for retirees to consolidate their savings into superannuation pensions.

If you wish to maximise the benefit of a super pension, talk to our advisers. It may be to your advantage to contribute other cash or assets to super such as personally owned shares or business real property. It could be the start of a really successful retirement strategy.