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Investment performance

SMSF Tax Minimisation Strategies for over 55s – Transition to Retirement Strategy 10th July 2012 Part 3

JTB Studios
Private Client Adviser
10 Jul 2012

Senior Advisers, Nathan Lear and Glenn Fairbairn, simplify complex SMSF tax minimisation strategies for those over 55 to boost their super. This session highlights the importance of a strategy at a time when the focus is mostly on investment performance.

Hewison Private Wealth is a Melbourne based independent financial planning firm. Our financial advisers are highly qualified wealth managers and specialise in self managed super funds (SMSF), financial planning, retirement planning advice and investment portfolio management. If you would like to speak to a financial adviser on how you can secure your financial future please contact us 03 8548 4800, email info@hewison.com.au or visit www.hewison.com.auPlease note: The advice provided above is general information only and individuals should seek specialised advice from a qualified financial advisor. The views in this blog are those of the individual and may not represent the general opinion of the firm. Please contact Hewison Private Wealth for more information.