MARK TAYLOR: CERTIFIED FINANCIAL PLANNER

avoid death tax

Millions of Australians have an account-based pension. Every pension has a taxable component. Tax is likely to apply to that taxable component on the death of the second member of a couple when the money is paid to adult children.

We find many people are unaware of the magnitude of this tax. Often it amounts to hundreds of thousands of dollars. But it can be avoided completely by withdrawing the money while you are still alive. The question then arises 'how do I invest that money?' A Certified Financial Planner can help.

How is your super performing right now? Are you using super to maximum benefit? Perhaps you need to reconsider your retirement funding plans? Do you have a plan?

Your Call or Message to us will secure your free consultation and could address many of these questions for you.

 

 

Our financial planning process involves a series of meetings. Our process is designed to help you make informed, carefully considered financial decisions.

Our Process

MARK TAYLOR: CERTIFIED FINANCIAL PLANNER

MARK TAYLOR: CERTIFIED FINANCIAL PLANNER

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