As a specialist Superannuation advisory firm, we understand the intricacies of defined benefit super schemes.
We can assist you by assessing:
- Your benefit entitlement options, including reviewing the merits of an annual indexed pension relative to lump sum payments where applicable.
- Strategies to maximise your benefit entitlements within individual schemes.
- Transition to retirement options.
- Tax effective strategies to manage a lump sum benefit (where applicable) at retirement, including analysing superannuation fund structures,.
- Assessing the impact accepting of a redundancy.
- Assessing the impact of resignation and transitioning to alternative Super scheme.
In all cases, our objective is to help you maximise your disposable income into retirement.