How Bentleys Sunshine Coast can help you
Kids finally flown the coop? Now is the time for you!
You’re on the home stretch towards retirement and great tax planning now will assist you in your future. We can ensure you are on the right path to a comfortable retirement.
Now might be the time to consider Business Succession planning. You may also need to consider opportunities available in superannuation, such as recontribution strategies, transition to retirement income streams and self-managed superannuation funds. We can help with all of this.
Then there's the caravan purchase/European holiday. When will you buy it? How much will you spend? How long are you going to take to do the trip? Planning now will mean that you can take off and enjoy it while you are still young enough to.
This isn't about what you do with your money when you retire, it's about ensuring you get great advice in the years leading up to retirement to take advantage of the various strategies available to maximise your earnings in the pre-retirement period.
We also work in conjunction with your Financial Planner and Solicitor to review and optimise your estate planning needs.
We know that you're not planning to drop off the perch just yet and you have a will so you think you're all ok but....
....do your wishes match what is written in your will? You'd be surprised at how often this may not be the case. Do you know what the tax implications will be to your estate? Are your assets structured so that they can be easily dealt with according to your wishes upon your passing?
Do you have an enduring power of attorney in place? What about an advanced health directive?
Estate planning isn't just about having a will - there is a great deal to consider and we're here to partner with you to achieve the best outcome.
This information is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. Bentleys (Sunshine Coast) Pty Ltd strongly suggests that no person should act specifically on the basis of the information contained herein but should seek appropriate professional advice based upon their own personal circumstances. Although we consider the sources for this material reliable, no warranty is given and no liability is accepted for any statement or opinion or for any error or omission.