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

Important Notice:

Rivkin does not ever provide personal financial advice. Please consider your own circumstances before purchasing any of our products or acting on our general advice, for any Rivkin product or recommendation.

Past performance is not a guarantee of future performance. Investing and trading carry financial risk, when judging performance please consider the different types of investments and levels of risk associated.

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Suite 8 "The Elan", 1 Kings Cross Road Rushcutters Bay, NSW 2011

Phone

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THE CORPORATIONS AMENDMENT (MEETINGS AND DOCUMENTS) ACT 2022:Following recent amendments to the Corporations Act ; where you have provided us with your email address, we will now send notices of updates of activity and performance and annual financial reports (each a “Communication”) to you electronically unless you elect to receive these in physical form and notify us of this election. You have the right to elect whether to receive some or all of these Communications in electronic or physical form and the right to elect not to receive any financial reports at all. You also have the right to elect to receive a single specified Communication on an ad hoc basis, in an electronic or physical form.

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