How a BMG Retirement Income Plan Could Benefit You

A personally tailored Retirement Income Plan prepared by BMG will provide you with a comprehensive document that clearly sets down the actions you will need to take to tax-effectively structure your income in retirement.  These include:-

• Strategies to optimise the structure of your Superannuation account balances and personal assets, for income tax purposes;
• Recommendations on the type and structure of your Superannuation Pensions and a projection of your income streams in retirement;
• Assessment of your eligibility to access Centrelink Benefits;
• Assessment of the impact of Income Tax, Reasonable Benefits Limits and Superannuation Surcharge on your retirement income and capital;
• A review of the Estate Planning implications of the structure of your retirement capital.