You’ve worked your whole life; make sure your retirement brings you all the reward you deserve.
Retirement Planning
When the time comes to begin drawing a pension from your self-managed superannuation fund the status of the fund enters a new exciting phase.
It is important that the move from the ‘accumulation phase’ to the ‘pension phase’ is managed well as there are some tax benefits on fund earnings that are enabled.
Our team at Sinnotts Accountants work closely with our self-managed superannuation fund clients to plan for and help implement successful and sustainable retirement strategies.
Often estate and succession planning is part of this process as well – providing for well earned peace of mind for the fund trustees to enjoy their retirement.
To discuss this further, please call your nearest office; complete our online contact form or email reception@sinnotts.com.au
Camperdown
19 Pike Street
03 5557 3337
Colac
58 Hesse Street
03 5231 4183
Warrnambool
192 Koroit Street
03 5561 5622
Port Fairy
38 Bank Street
03 5568 1402
You can book an appointment online anytime
At Sinnotts Accountants, we believe in providing quality, pro-active advice to our diverse client base. We care about our clients and all our staff have a desire to build a practice that reflects our core values of expertise, teamwork, commitment and confidentiality. Our primary objective is to contribute to the success and prosperity of our clients. We are committed to giving personal attention in a cost effective manner.
