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We can help create an optimal retirement structure for you considering tax, costs and income both now and in the future! visit www.sourcewealth.com.au/retirementplanning General advice only! To receive personal advice, reach out to us.

Whether yours is a situation or emotional trigger for reaching out, we can help! Visit www.sourcewealth.com.au

Find out why age 60, 65 and 67 are so crucial for retirement planning! Visit www.sourcewealth.com.au/retirementplanning to get prepared for your retirement!

Here's 11 minutes of Retirement Financial Planning strategies and things to consider! This advice is all general in nature. Feel free to book in an obligation free chat to receive personalised advice based on your situation and goals! Visit https://www.sourcewealth.com.au/retirementplanning

It is crucial to get your structure right, or you could pay an extra $30k in tax per annum. Find out how: https://www.sourcewealth.com.au/post/how-you-can-have-too-much-money-in-your-personal-name-in-retirement Book your obligation free appointment at: https://www.sourcewealth.com.au/ General advice only. For personal advice, please reach out.

In this video, I talk about 5 ways to make your retirement savings last longer, including: 1. Making additional super contributions whilst working 2. Adopting a TTR strategy post 60 if you are still working 3. Maximising your Centrelink entitlements 4. Finding cheaper ways to living in retirement 5. Utilising the Pension Loan Scheme if necessary The purpose of this content is to provide general information only and is not personal financial advice. To book in an obligation free initial appointment with us and receive tailored personal advice, please visit www.sourcewealth.com.au

I talk about the 7 worst financial mistakes I see including: 1. Buying the wrong investment property 2. Creating an SMSF when it is not right for you 3. Starting a business without a business plan 4. Not having enough life insurance and income protection 5. Not having a cashflow and savings structure in place 6. Paying a 'loyalty tax' by staying with your current bank 7. Having too many assets in your personal name and not enough in your tax free pension account The purpose of this content is to provide general information only and is not personal financial advice. To book in an obligation free initial appointment with us and receive tailored personal advice, please visit www.sourcewealth.com.au

I talk about four of the best tax planning strategies including: * Selecting the right owner of each asset * Making additional pre-tax contributions * Paying for income protection premiums personally and claiming the deduction * Negative gearing The purpose of this content is to provide general information only and is not personal financial advice. To book your obligation free consultation visit https://www.sourcewealth.com.au