Saving $125,000 in tax… too good to be true?

Recent changes to superannuation law has created a window of opportunity to change the outcome of retirement savings inheritance.

Our clients Sam & Anne* have been diligently saving for retirement.

They’re thrilled we’ve developed a strategy to draw a strong income each month, to provide for a comfortable lifestyle – the bonus being their retirement income is completely tax-free!!

But were horrified to learn what happens to their hard-earned retirement nestegg when they pass away… their adult kids would lose around $125,000 in tax!! Recent changes to superannuation law has created a window of opportunity to change the outcome for Sam & Anne… we’ve now put in place a strategy to gradually reduce that tax bill to ZERO!!

Needless to say… Sam & Anne are relieved to know that money will go to their family when they pass away, instead of unnecessary tax!!

True story… If you’re under 75, contact us to learn more.

* Client names changed to protect identity.

Liked this article? Share it!

This information is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. We strongly suggest that no person should act specifically on the basis of the information contained herein but should seek appropriate professional advice based upon their own personal circumstances. Although we consider the sources for this material reliable, no warranty is given and no liability is accepted for any statement or opinion or for any error or omission. Past performance is not a reliable indicator of future performance. Please refer to the Product Disclosure Statement (PDS) before investing in any products mentioned in this communication. This information is current as at the date of publish.