Pre-retirement

Focussing on the “finish line” of retirement can be daunting and worrying to those approaching it. 

Have you got enough superannuation? How can I best manage my Superannuation?  What about other investments – what is the best option for these?  What is the best way to look at selling your business?

Forest Accounting and Taxation Services have helped many clients in this life-stage over the past 20 years, and can help provide clarity and reassurance to you.

Some of the areas you can talk to Forest Accounting and Taxation Services about include:

·         Superannuation reviews and options in retirement

·         Changing work or employment situations and the impact on your financial goals

·         Financial planning and considerations for your growing or adult children

·         Investment options and the reduce your taxation obligations

·         Protecting your investments to maximise your retirement Superannuation balance

Contact Forest Accounting and Taxation Services today to discuss your current situation and how we can help you.