Retirement strategies, tax and investing
If you’re nearing or in retirement, you have different priorities compared with someone younger and just starting out. How your savings and investments are managed should be different too.
An Aware Super financial planner can work through complex financial matters and help with things like:
- Aligning investments to your goals and life stages
- Maximising your tax benefits inside and outside super
- Transition to retirement strategies
- Government Age Pension eligibility
- Wills and estate planning
- Paying for aged care
Converting your super into steady income when you retire is easy with an account-based pension. An account-based pension keeps your savings invested in the market and provides you with flexibility and great tax benefits.
Investing for retirement
Preserving what you have and doing what you can to minimise the amount you might lose if markets fall, becomes much more important in retirement. Aware Super are retirement experts with a well-resourced team of investment specialists working to help members to retire with more.
To find out more, call Aware Super on 1800 620 305 or visit retire.aware.com.au/statesuper.
Note: Aware Financial Services Australia Limited (Aware Financial Services) (ABN 86 003 742 756) holds an Australian Financial Services Licence (AFSL number 238430) and is able to provide you with financial product advice. Aware Financial Services is owned by Aware Super Pty Ltd as trustee of Aware Super. State Super does not pay fees to, nor receives any commissions from Aware Financial Services for financial planning and member seminar services provided to State Super members. Neither State Super nor the New South Wales Government take any responsibility for the services offered by Aware Financial Services and its related entities, nor do they guarantee the performance of any service or product provided by Aware Financial Services and its related entities.