Retirement Planning
KSG has been providing accounting, taxation and audit services on Sydney’s North Shore for 15 years. Our highly specialised team has a wealth of knowledge and qualifications including registered tax agents, registered company auditors and registered SMSF auditors.
Plan on a long retirement
The good news is retirees now need to fund an average of 20 years retirement living.
The bad news is – will your retirement funds last as long as you do? At KSG, we not only help you manage the superannuation/pension side of retirement, but we can guide you through all aspects of funding from utilising your assets to Centrelink opportunities.
These include:
- Lump sum payments such as redundancy
- Tax effective transition to retirement structures
- SMSF and public super fund advice
- Funds rollovers and investment options.
- Income streams – pre and post retirement;
- Potential Centrelink entitlements and pension asset management
- Gifting assets and timing requirements
- Tax and capital gains management on business or asset sales
No matter what stage of life you’re at, you’ll find retirement planning and superannuation is a complex and often tedious business. However, since it is the biggest financial decision you’ll make for 20+ years of your life, you need to look at it sooner rather than later. Make an appointment with KSG and we’ll map out a better tomorrow for you.