Retirement (or nearing) doesn't mean the end to thinking about how to maximise your tax position.
In fact, whether you are still working, planning to retire, about to make the transition into retirement or already retired, solid advice is always necessary.
The best course of action is to plan ahead - how to wind down, whether to sell assets and as such when, salary sacrificng into super with a transition to retirement income stream to supplement.
But one of THE most important things to do is a comprehensive of investments and super. Do yourself a favour and a look at our financial life management arm Clifton Wealth to see how we can help here.
And we can't encourage you strongly enough to talk to us before you make major decision which impact your tax position.
Ensure your retirement is all you dreamed it could be. Contact Clifton's and talk to our team.