Infographic_Planning for your retirement_V2
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PLANNING FOR YOUR RETIREMENT: REDUCE YOUR WORRIES 1 2 3 4 At preservation age (56-60) = lower tax, opportunity to boost super savings Retirement income stream = smaller withdrawals at intervals Withdraw your super = flexibility to invest, BUT beware tax rate impacts Pensioner Concession Card/ Health Card = Travel + Medicinal discounts Asset-based eligibility for Aged Pension = payments supplement super A man aged 65 today could live for another 19 years; a woman 22 years Transition to retirement pension = works less hours + super withdrawals *Authorised Representative of Financial Services Partners Pty Ltd ABN 15 089 512 587 AFSL 237 590. This is general information only and does not consider your personal circumstances. It should not be considered tax advice. You should not act on any recommendation without obtaining professional financial advice specific to your circumstances. We recommend you speak to a financial adviser before acting on any of the information you read on this website.
Transcript of Infographic_Planning for your retirement_V2
PLANNING FOR YOUR RETIREMENT: REDUCE YOUR WORRIES
1
2
34
At preservation age (56-60) = lower tax, opportunity to boost super savings
Retirement income stream = smaller
withdrawals at intervals
Withdraw your super = flexibility to invest,
BUT beware tax rate impacts
Pensioner Concession Card/ Health Card
= Travel + Medicinal discounts
Asset-based eligibility for Aged
Pension = payments supplement super
A man aged 65 today could live for another
19 years; a woman
22 years
Transition to retirement pension = works less hours +
super withdrawals
*Authorised Representative of Financial Services Partners Pty Ltd ABN 15 089 512 587 AFSL 237 590. This is general information only and does not consider your personal circumstances. It should not be considered tax advice. You should not act on any recommendation without obtaining professional financial advice specific to your circumstances. We recommend you speak to a financial adviser before acting on any of the information you read on this website.
