Retiring in Australia
Retiring in Australia is the same whether you have lived overseas or not. Whilst Majenda
Financial Pty Ltd assists expats to boost their superannuation in preparation for retirement and also advise on how to invest their non-superannuation funds, the same type of advice applies equally to Australians who have never lived overseas.
Our accumulators are typically focussed on
- Paying off their mortgage.
- Funding private school fees for kids.
- Boosting their superannuation in the most tax effective way – including concessional and non-concessional contributions.
- Boosting their superannuation in the most tax effective way – including concessional and non-concessional contributions.
- Buying residential property using ‘negative gearing’ to reduce their ongoing tax bill and create a tax effective investment for the future.
- Investing via investment / education bonds to provide for their kids’ financial future.
- Ensuring they have appropriate estate planning documents in place including wills, powers of attorney and binding death nominations.
Our Accumulators Are Typically Focussed On
Ensuring their investment portfolio is aligned to their tolerance for risk and will provide enough income and capital to fund the rest of their lives.
Ensuring their investment portfolio matches their ethical or moral objectives.
Enjoying life … travel, activities, sports, spending time with grandchildren and generally having fun … whilst living as long as possible.
Ensuring they have appropriate estate planning documents in place so that their heirs will benefit from their years of hard work and saving. Many retirees consider including testamentary trust provisions in their wills to ensure their heirs gain the maximum tax advantage and that their accumulate wealth can be deployed to benefit future generations.
Get in Touch
Contact our friendly team for more information regarding our services and the best way that we can assist you.