Well it’s the last month of Winter and Spring is just around the corner. The Olympics are over for another 4 years and we begin the count down to Rio in 2016. Was it really 12 years ago that Sydney hosted the games?
Would you like to make Rio? It’s all in the planning.
This month we discuss transitioning gradually into retirement. Gone are the days where we retire, put our feet up and die 3 years later. Retirement is another career. So we had better plan for it. We could be retired for as long as we worked, so make sure you take planning seriously.
At the other end of the scale we discuss investing for children. What are the options and how can it be done tax effectively. Taking our planning theme even further we consider the testamentary Trust. As a result of the recent Federal budget, the income tax benefits of testamentary discretionary trusts have been significantly increased. This makes it even more important when ensuring how you want to help your beneficiaries
As always, Please contact us so we can Asses your situation to see if we can help.
Best lives are planned lives. Enjoy the August newsletter
This publication has been issued by The Sailsbury Group. (AFSL 225379).
The information contained in this newsletter is of a general nature only and does not take into account your
particular objectives, financial situation or needs.
Accordingly the information should not be used, relied upon or treated as a substitute for specific financial advice. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided. The Salisbury Group nor its employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as
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