You want to ensure that you have enough assets accumulated so that they earn you sufficient returns to fund your retirement. You may enjoy working, but working past your retirement date should be a choice rather than a necessity in order to survive.
In planning for your retirement, you need to ask yourself when you want to stop working and how much income you will need to live the lifestyle you would like. PJT Accountants & Business Advisors will evaluate your existing assets, consider your commitments and what mix of assets you want or need. We will then structure a plan to help you achieve your retirement goals.
As well as planning for your retirement, PJT Accountants & Business Advisors will structure your financial situation to protection your hard earned assets and manage the impact of taxation. Taxation has a significant effect on the long term value of your assets so it is important to get this right.
Superannuation may form an important part of your retirement plan, and we believe you should be actively involved in monitoring its performance. Superannuation should not be a set and forget strategy. Superannuation should be used to take advantage of the compounding effect of your earnings as well as the tax benefits it provides.
PJT Accountants & Business Advisors are experts in looking after your retirement and superannuation needs.
|Click here to download the Planning for Your Retirement white paper.|
|Want to know more? Request a free meeting with a Business Advisor, or call us on 5413 9300.|