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Super Opportunities in 2008
Super opportunities in 2008
With superannuation generally being your most tax effective retirement savings vehicle, you should consider acting now to plan for your retirement. You could get some tax relief while maintaining your lifestyle.
BankSA Financial Planners can tailor strategies to suit your situation and help you take advantage of changes in super.
By helping you understand your wealth creation opportunities and putting in place a plan for your finances, we can get you closer to your goals sooner so you can retire on your own terms. Strategies include*:
- Boosting your retirement savings tax effectively through salary sacrifice or moving assets into super if you’re age 50 and over
- Generating tax free income from your super if you’re age 60 and over
- Whether working or not, enjoy tax free income and no restrictions on super withdrawals if you’re age 65 and over.
Want to know more?
To arrange an appointment with a BankSA Financial Planner, call 1300 301 641, 7.30am to 7.30pm, Monday to Thursdays and 7.30am to 5.30pm or click here
Disclaimer
The taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on current tax laws and their interpretation. Your individual situation may differ and you should seek independent professional tax advice on any taxation matters.
The information on this webpage does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it. As the rules associated with the changing superannuation and pension regimes are complex and subject to change and as the opportunities and effects differ based on your personal circumstances, you should seek personalised advice from a financial planner before making any financial decision in relation to any matters discussed in this webpage. The information on this webpage is current as at 10 August 2007. BankSA Financial Planners are authorised representatives of BankSA – A Division of St.George Bank Limited ABN 92 055 513 070 AFSL 240997.
The taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on current tax laws and their interpretation. Your individual situation may differ and you should seek independent professional tax advice on any taxation matters.
The information on this webpage does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it. As the rules associated with the changing superannuation and pension regimes are complex and subject to change and as the opportunities and effects differ based on your personal circumstances, you should seek personalised advice from a financial planner before making any financial decision in relation to any matters discussed in this webpage. The information on this webpage is current as at 10 August 2007. BankSA Financial Planners are authorised representatives of BankSA – A Division of St.George Bank Limited ABN 92 055 513 070 AFSL 240997.
