There comes a time we need to prepare ourselves for retirement, step away from our work and hand over the reins to the next generation.

Though its a time to start kicking back and putting our feet up, there is a lot of preparation that should be done to make retirement, and what lays beyond, a well-planned process that you can undergo with total peace of mind.

Up till now you have been focused on moving forward and achieving results.

If you have been successful and accumulated wealth then you are able to make the most of it. But there are still some situations that need to be planned for. You need to ensure you make the most of your hard-earned superannuation for one thing!

Though it’s not something we like to focus on, you also need to plan for what happens when your journey is over. By planning now, you can guarantee your family can continue to make the most of your hard work and build upon it to ensure their own continued growth, success and happiness.

UHY Haines Norton PRT can help you make plans to ensure peace of mind as you get ready to put your feet up and enjoy the fruits of your life’s labour!

Some important things to consider!

How do I plan for succession in my business? What is the best way to set up my superannuation to achieve the best returns? How do I make arrangements for my estate so its distributed the way I want it to be?

Succession planning is not just a catchphrase; it requires serious work, attention and planning.

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We combine advanced technology with personal expert advice to establish and administer Self Managed Superannuation Funds, and provide a comprehensive, efficient and value for money service for our clients.

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Estate planning involves arranging your assets and circumstances in such a way as to ensure that your beneficiaries after your death receive from your assets, the maximum use and enjoyment at a minimum cost in taxes and heartache.

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Ready to chat?

Call us anytime on (08) 9752 3222 or email admin@uhyhnprt.com.au and we can arrange to catch up, share a coffee and help you plan the next step!

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