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Super and retirement planning

Superannuation is a tax effective investment vehicle for saving towards one‘s retirement. Account based pensions purchased with superannuation benefits are exempt from tax and any lump sum or pension withdrawals received after age 60 are also generally tax free.

  • But how much do you need to save to enjoy a comfortable lifestyle in retirement?
  • What contribution strategies are tax effective and best able to build your retirement savings?
  • Should you commence a pension with your super benefits?
  • Should you combine income from part time work with a pension?
  • Should you start a pension before you retire?

These are some of the questions we help answer for our clients.

Contact Obelisk TWB

1190 Dandenong Road
Murrumbeena, Victoria, 3163

P: (03) 9882 4155
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Mike Ingham and Obelisk TWB Pty Ltd ABN 4116 5672 506
are authorised Representatives of Godfrey Pembroke Group Pty Ltd (Godfrey Pembroke), ABN 38 078 629 973, Australian Financial Services Licensee 245451, a member of the IOOF group of companies.

TWB Chartered Accountants are not authorised under Godfrey Pembroke and Godfrey Pembroke is not responsible for the products/services that TWB Accountants provide.