Retirement Lifestyle & Your Finances
Getting your finances right in retirement is critical, if you want to live a comfortable lifestyle
When approaching retirement, an important consideration is how to invest your savings, including superannuation,so that you are able to replace your wage with regular income throughout retirement.
Typically, retirees face a ‘double-edged’ sword..They need to invest their retirement savings in such a way as to provide regular income and sufficient capital growth so that their capital lasts as long as possible … Ideally for the rest of their lives.
On the other hand, this is your ‘Nest Egg’ and in retirement you can’t afford large reductions in your capital over extended periods of time due to major downturns in any capital (shares or property) market!
So, you have some very important decisions to be made..and you will need some help and guidance in balancing your needs and wants. This is a prime time to seek the counsel and advice of a financial planner!
Stephen is in an ideal position to assist you with providing the necessary information of your current statement of position to the financial planner. Once the financial planner has prepared a statement of advice, Stephen can then ensure that the taxation and asset protection strategies are in place!
Client Support Tools
Stephen K. Shirley continually research the marketplace for tools that help our clients manage their business taxation affairs more easily.
Client Forms
If we're setting up legal/formal entities on your behalf, you may require certain forms. These are available for download. Please contact our reception for a password, Then Login Here.
Audit Shield Service
Audits, reviews and investigations are conducted by the Australian Tax Office (ATO) and other state and federal government agencies. The Audit Shield Service offers comprehensive cover from legal costs associated with an audit. Read More.
Banklink – Streamlined Accounting
Why spend hours collecting and collating financial information from multiple banking institutions, when BankLink can do this for you in minutes and deliver it directly to us. Read More.
Securities Tax Manager (STM)
Stephen K. Shirley have been using the automated Securities Tax Manager (STM) since 1994 to reconstruct and maintain client investment portfolios of ASX listed securities and unlisted Managed Funds. It's a highly efficient, timely, cost effective, tax compliant CGT and income reporting service. Read More.