It was recently reported that many people are missing out on one of the best strategies for tax savings and boosting superannuation, all because they just don’t know about it!
Come and talk to us to find out if a Transition to Retirement strategy would suit you and help you achieve your goals.
Here’s the article
PRE-RETIREES are missing out on thousands of dollars of potential tax savings each year by failing to embrace one of superannuation’s “best-kept secrets” ? a transition to retirement strategy.
Known in the advice industry as TTR, it allows pre-retirees to lower their tax bill by salary sacrificing into super while simultaneously starting a low-tax or no-tax super pension account to top up their income.