Retirement Planning and Maximising your Superannuation

Last update - 2 October 2024 By Jock Evans

In this session, our expert Financial Advisor, Jock Evans, will guide you through the essential strategies to secure a comfortable and well-funded retirement.

Jock covers key topics such as what to consider in the lead-up to and during retirement, maximizing your super contributions, and the best practices for withdrawing from superannuation. He also explores superannuation taxation and provides a typical case study to help you better understand how to access your superannuation effectively.

This session covers the following topics:

1. What to consider in the lead-up to and during retirement

2. Maximising your super contributions

3. Withdrawing from superannuation

4. Superannuation taxation

5. A typical case study on accessing your superannuation

6. Q&A

 

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