How to Retire Successfully

Description

Even if you feel you’ve left things a little late, planning now can still make a significant difference to your retirement.

This module provides valuable insights to help you with your plans for retirement. While the main focus is on financial issues like superannuation, investing, Centrelink benefits, tax and retirement income strategies, it also explores more general retirement lifestyle issues.

 

Learning Outcomes

1. Explain key components to retiring successfully.
2. List main priorities.
3. Recognise the benefits as a result of implementing new knowledge.

Accreditation: Self-directed

About the Provider: A.M.A. Services (WA) Pty Ltd ABN 47 008 671 458 trading as AMA Financial Services, an Australian Financial Services Licensee is a Corporate Authorised Representative of Consultum Financial Advisers Pty Ltd. ABN 65 006 373 995 l AFSL 230323, an Australian Financial Services Licensee.

Disclaimer: Any advice or information in this publication is of a general nature only and has not taken into account your personal objectives, financial situation and needs. Because of that, before acting on the advice, you should consider its appropriateness to you, having regard to your personal objectives, financial situation and needs.

Before making a decision to acquire a financial product, you should obtain and read the Product Disclosure Statement (PDS) relating to that product, and to seek appropriate advice.

The information in this document reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue. In some cases, the information has been provided to us by third parties. While it is believed the information is accurate and reliable, this is not guaranteed in any way. Opinions constitute our judgement at the time of issue and are subject to change. Neither the Licensee, nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this document.