Our main focus is to provide our business clients with a "road map" for the future.
KW Grimes & Associates Pty Ltd is uniquely positioned to provide you with total financial care.
How can I ease into retirement and still meet my financial goals?
The years before you retire can be challenging. While you are probably looking forward to having more time to do the things you enjoy, you may not be ready to stop working. And many people are also concerned about whether or not they have saved enough super.
Accessing super contributions
By law, all super contributions are locked away or 'preserved' until you reach your preservation age. Your preservation age is based on your date of birth. Once you reach your preservation age, you can begin drawing a pre-retirement pension. You will need to check with your super fund as not all funds offer pre-retirement pensions.
What you need to know
Once you reach your 'preservation age', you may be able to draw pre-retirement pension – a regular income stream drawn from your super savings. With a pre-retirement pension you can put in place a transition to retirement strategy to help you ease into retirement and boost your super in a tax effective way:
Count on us
A Count adviser can help you:
KW Grimes & Associates Pty Ltd is an Authorised Representative of Count Financial Limited Count Financial Limited ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not account of your individual needs, objectives, or personal circumstances.
Information on this website is based on current regulatory requirements and laws, which may be subject to change. While care has been taken in the preparation of this information, no liability is accepted by Count, its related entities, agents and employees for any loss arising from reliance on information within.