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Retirement

Retirement

Superannuation 

At McKinley Plowman, our Certified Practising Accountants and retirement planning professionals in Perth offer extensive expertise on maximising your choices in retirement through superannuation.

Whether it be retiring early, or ensuring a champagne lifestyle when you do stop work, our retirement planning team in Joondalup will set you on a path to achieving your goals through Australian superannuation.

Along with advising on Australian superannuation pensions, our extensive range of financial planning services includes share transactions, comprehensive financial plans, personal risk insurance, tax planning, wealth creation and protection, gearing strategies, setting up self-managed superannuation funds and United Kingdom (UK) and South African pension transfers.

Our financial planners can show you how to minimise your tax bill through investing in superannuation, how to gain greater performance from your current super and how to gain greater control over your superannuation assets.

Our comprehensive retirement planning services in Perth also include devising transition to retirement strategies – plans which help you ease into retirement while boosting your superannuation in a tax-effective way. Our financial planning team’s integral role with McKinley Plowman’s accounting and finance broking divisions also enable us to provide a holistic retirement planning service that is tailored to every client’s unique situation.

Speak to a McKinley Plowman retirement planning professional in Joondalup about how much superannuation you require to meet your retirement objectives.

Contact McKinley Plowman’s advisers to discuss the range of superannuation strategies available to reach your retirement goals on (08) 9301 2200.

Retirement Planning 

We understand that retirement is an important and exciting part of your life, and the McKinley Plowman team of trusted financial planners have been driving clients towards their retirement planning goals for over fifteen years.

Our extensive range of financial planning services includes share transactions, comprehensive financial plans, personal risk insurance, tax planning, wealth creation and protection, gearing strategies, setting up self-managed superannuation funds and UK and South African pension transfers.

Our comprehensive retirement planning services include devising transition to retirement strategies – plans to ease you into retirement while boosting your superannuation in a tax-effective way. Transition to retirement strategies also enable clients, who have reached their preservation age, to work part-time and supplement their reduced income with pension payments.

Our integral role with our accounting and finance broking divisions enable us to provide a holistic retirement planning service that is tailored to a client’s unique situation.

Contact McKinley Plowman’s advisers to discuss the range of strategies available to reach your retirement goals on (08) 9301 2200.

Transition to Retirement 

McKinley Plowman’s comprehensive retirement planning services include devising transition to retirement strategies – plans which help you ease into retirement while boosting your superannuation in a tax-effective way. We understand that retirement is an exciting journey and something to look forward to.

Designed to provide greater flexibility as you move towards retirement, McKinley Plowman’s advisors show clients how setting up a pre-retirement pension allows them to draw an income, while contributing to superannuation through salary sacrifice.

Setting up a pre-retirement pension allows clients to pay less tax on their pension income than they would on the same amount of salary or wages. Transition to retirement strategies also enable clients, who have reached their preservation age, to work part-time and supplement their reduced income with pension payments.

Our integral role with our accounting and finance broking divisions enable us to provide a holistic retirement planning service that is tailored to a client’s unique situation.

Contact one of our McKinley Plowman retirement planners in Joondalup to discuss the range of strategies available to boost your superannuation with pre-retirement pensions on (08) 9301 2200.

Financial Planning services provided by MP Financial Planning Pty Ltd. MP Financial Planning Pty Ltd is an Authorised Representative of Count Financial Ltd ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 17, 1 Margaret Street, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 17, 1 Margaret Street, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.

Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.

General advice warning: The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the
relevant Product Disclosure Statement before making any decision relating to a financial product.

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