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SuperannuationRetirement PlanningInvestment & Wealth Creation
  • Transition to Retirement (TTR) rules
  • Choice of superannuation
  • Self-managed superannuation funds (SMSF)
  • Salary packaging (also known as salary sacrifice)
  • Retirement income streams
  • Understand your financial situation now and in retirement
  • Determine when you’ll have access to your super and how you may be able to maximise any Centrelink payments you may be entitled to receive
  • Calculate the amount you’ll need by a particular date and plan for accumulating enough savings before you retire
  • Identify appropriate strategies for funding your retirement lifestyle goals
  • Investing in property
  • Investing in the share market
  • Investing in funds 
  • Wealth creation strategies
  • Cash flow 
  • Loans
  • Fixed interest rates 
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