Enjoying retirement - Now more than ever, the tax concessions for retirees post age 60 are very attractive and even more so if you are 65 and over.
Contact UsTax free income and tax free lump sum withdrawals, are two of the major attractions available to those that have investments in super. However all is not lost, if you have investments in a non-concessional environment, you should speak with one of the advisers at ASCOT Wealth Management to see what strategies are available to you.
And lastly, the choices you make today can have an enormous impact on both your current finances and future retirement.
We are here to help. Contact us today and we can discuss all the relevant options that are available to you no matter what situation you are in.
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We provide a comprehensive range of financial advice that include, superannuation, investment, insurance, estate planning and succession planning advice. But more than this, our clear focus on understanding our clients' affairs allows us to fully grasp complex issues in great detail, and so help our clients to accomplish their individual needs and objectives.
Suite 1 / 50 Upper Heidelberg Road
Ivanhoe, VIC 3079 Australia
Phone: +61 3 9499 2627
Fax: +61 3 9373 2111
Email: enquiry@ascotwealthmanagement.com.au
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