Case Studies - Retirement
When and how do I retire?
One issue for people approaching retirement is deciding when to retire and how to transition into their retirement. The below case studies illustrate just a few ways we can help.
Below we have outlined two scenarios. We can guide you through such scenarios and how they might suit your individual circumstances.
Scenario 1 In this scenario, by semi-retiring and implementing a pre-retirement allocated pension strategy, David’s super balance at age 65 is $383,983 rather than $450,000 if he was to fully retire.
Learn more here.
Scenario 2 In this scenario, Judy can generate significant tax savings and provide taxation benefits. Her super balance at retirement grows by just over $20,500 whilst maintaining the same after-tax income.
Learn more here.
