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Breakfast Seminar: Preparing for Retirement

When:

Mon 9 Oct 2017, 7:00am–9:00am

Where: Rydges on Swanston, 701 Swanston Street, Carlton, Victoria

Restrictions: All Ages

Ticket Information:

  • General: $29.00
  • Additional fees may apply

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Listed by: eventsyfe

Focused on those who are still working, this seminar will provide an introduction to the Financial Information Desk, which is a free service available to members of National Seniors Australia; provide information to assist in understanding your own situation and resources that can be used in retirement; outline opportunities for those who will be fully self-funded; outline Government Income Support (GIS) for over 50s and highlight the potential use and types of Equity Release products.

The ATO will be discussing super changes and how they will impact you, whether you have a self-managed super fund or are transitioning to retirement or retired. Topics included are income streams, transfer balance caps, concessional and non-concessional caps, spouse tax offset and low income super tax offset.

There will be a Q&A session following the presentation and breakfast will be provided.