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Superannuation and Retirement Planning

Benefits of looking after your super

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Super is a way of saving for retirement. It is also a tax effective tool to build and preserve wealth for you and the family.

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  • Using super to buy your first home

  • Earnings on investments within your super fund are taxed at maximum 15%

  • Effective strategy to reduce your personal income tax

  • If you're aged 60 or over, income from super is usually tax-free

  • Super benefit maybe tax free in certain conditions

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We offer a wide range of Superannuation and retirement planning strategies in an ever-changing legislative environment to build wealth in a tax effective environment.

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Retirement

Retirement means different things to different people. For some, it’s a definite point in time when work stops, and a new phase of life begins.

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For others, retirement may be a gradual process where they vary their working hours as priorities shift, or perhaps leave employment and then return.

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Where is your retirement income coming from
  • Your super

  • Investments and savings

  • Government benefits

  • Your business

  • Your home

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We offer a range of tax effective, flexible retirement income strategies which cater for different styles of retirement.

Let's have a quick chat

Whether you have a clear vision of your needs or are unsure where to begin, our Adviser is prepared to help.

Talk to us today

02 8065 7526

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Contact

MJM Private Wealth

Level 25, 100 Mount Street 

North Sydney, NSW 2060

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​​General Advice Warning

MJM Private Wealth Pty Ltd (ABN 14 663 935 439) and Bamboo Financial Services Pty Ltd (ABN 44 128 237 381) are corporate authorised representatives (No. 1300909 and No. 1314015) of GPS Wealth Ltd (ABN 17 005 482 726) holder of Australian financial services licence number 254 544 (GPS Wealth). GPS Wealth is owned by Count Limited (ABN 111 26 990 832) of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange. The information on this web page is not financial product advice and is provided for information only.


The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your personal objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.

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