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Fax: (07) 3252 9695

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"The only thing to do with good advice is to pass it on. It is never of any use to oneself" - Oscar Wilde
"Wealth is the ability to fully experience life" - Henry David Thoreau
Take control of your own Super today! We can show you how.
Protect your loved ones, health and assets. We do the leg work for you!
Talk to us about financial strategies that can benefit your individual situation
You only get one chance to ensure your loved ones are adequately provided for. Get it done and get it right!

Transition to Retirement

Significant tax savings can be achieved by those eligible for a Transition to Retirement strategy. This strategy allows you to access your super by converting some or all of your superannuation into an income stream, whilst still working. The income stream is created using an account-based pension, or Transition to Retirement Pension. This then allows you to continue working part time or even work full time and use your Transition to Retirement Pension to supplement your income as you near retirement. This can deliver tremendous tax savings.

For more information on Transition to Retirement Strategies click on the following link - Transition To Retirement.

Avery Gibson Financial Services Pty Ltd (ABN: 45 119 229 980) is a corporate authorised representative of Plan 2 Pty Ltd (ABN: 60 010 875 073), an Australian Financial Services Licensee. (Licence No. 237874)