The Retiree

The demographic shift in Australia in the next five years will see an increased need for quality and specialist advice in relation to retirement planning. Growthwise offer a specialist retirement package that covers all things in relation to retirement planning including making the most out of your Self Managed Super Fund

Every business owner needs an exit strategy and everyone needs a retirement strategy. One of the most stressful things about retirement is working out where your money is going to come from once you have exited your business or retired from the workplace. We help take the stress out of this situation and design strategies so you know exactly where your money is coming from when you retire.

Following are some of the services we provide to retirees and prospective retirees:

• Self Managed Super Fund financial statements preparation
• Self Managed Super Fund administration
• Self Managed Super Fund audits
• Specialist capital gains tax advice
• Retirement planning
• Dedicated e-newsletter providing you with hints and tips as well as updates on the news and changes around Self Manged Super Funds