Transition To Retirement (TTR)
If you’re over 55 and still working, we could save you thousands.
Many Australians are now deciding to Transition into Retirement (TTR) by continuing to work at a lesser capacity on a casual or part time basis.
To assist in this, the Government has implemented Superannuation rules to allow you to have access to some of your Superannuation while you are still working.
If you are around the age of 55 and you would like to:
- Reduce the amount of tax that you pay,
- Increase your Superannuation Contributions, and
- Do this without reducing your income
Contact us to arrange a free no obligation meeting with one of our Financial Advisers.
Savvy borrowers have an endgame in sight before they even apply for a home loan, and with the right mortgage offset account, they could win that game even more quickly. Home buyers usually focus on the here and now, not the distant future. Rather than the size of...read more
“We have worked with the people from TFS for over 10 years and their financial advice has been very helpful to us in the lead up to our happy retirement.”Matthew Stevens
There is always hype about the Australian Federal Budget every year but, you may wonder, what exactly is it and why is it important to you and your family? The Budget is the government’s annual financial report and policy statement to the Parliament and nation. It is...read more