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Retirement Planning & Strategies

Charlwoods in Dandenong provide professional guidance in the retirement process and in retirement strategies and planning including financial planning and advice, wealth management and SMSFs.

Getting the right information and trustworthy financial advice is the first step to a solid retirement plan. Charlwoods in Dandenong are retirement planning experts. Our highly experienced team are specialists in retirement strategies and planning, tax and accounting, complete financial planning and wealth management.

Planning a good retirement

Navigating through the process of retirement can be complex and risky. Consider determining the income you are likely to receive from your super and the age pension after retirement, understanding how factors such as your assets, investment options, fees, super contributions and retirement age will affect your retirement income and creating tax-effective strategies to boost your super and retirement income. Using our specialist knowledge and expertise, Charlwoods can achieve your optimal solution.

Our individually tailored services in retirement planning include:

  • Transition to retirement planning and advice
  • Retirement options and risks
  • Retirement income streams and investment choices
  • SMSF financial and investment advice
  • SMSF property purchase facilitation
  • Selling and transfer of assets (e.g., Estate Planning)
  • Timing the sale of assets to reduce Capital Gains Tax (CGT)
  • Succession planning for business into retirement
  • Superannuation contribution and pension strategies
  • Tax minimisation, offsets and rebates
  • Strategies for maximising Social Security benefits
  • Comprehensive long-term financial planning.

Retirement Strategies and Advice

Charlwoods team of accountants, financial advisors and retirement experts in Dandenong can identify and implement the best retirement strategies for your personal financial position including the appropriate mix of investments, potential social security benefits and the options available for the transfer of assets to the next generation. In working one-to-one with you in mapping out your retirement goals, savings and income requirements, we’ll also address factors such as timing your retirement, tackling debt and preparing for the unexpected.