Available tax benefits
Consider the tax benefits relevant to your circumstances and eligibility.
TAXATION · RETIREMENT STRATEGIES
Retirement Tax
Considerations
Tax-effective strategies and taxation support for the changes that come with retirement.
Discuss retirement taxCampbelltown · Established in 2010HOW WE HELP
Plan for the tax
as life changes.
For people approaching retirement or reviewing their taxation position after retiring.
KPA works with you to identify tax benefits relevant to your retirement circumstances, consider alternative taxation approaches and manage compliance and tax risks. The discussion is shaped around your needs and those of your family.
SUPPORT WITH THIS SERVICE
Tax-effective strategies
Discuss alternative taxation approaches in light of your retirement plans.
Compliance & tax risk
Review the tax obligations and records connected with your changing position.
Changes in tax law
Consider how applicable taxation and revenue-law changes affect your position.
- 01 / UNDERSTAND
Establish your retirement plans and income position.
- 02 / CONSIDER
Discuss the tax implications and relevant options.
- 03 / REVIEW
Agree the taxation advice and compliance work needed.
THE TAX POSITION
Taxation advice, with a clear scope.
This service concerns taxation. Personal financial and investment recommendations should be discussed separately with an appropriately qualified financial adviser. The tax treatment of super benefits depends on the circumstances and how benefits are paid.
BEFORE WE TALK
A useful starting point.
Begin with your present income, proposed changes and the tax questions you want to resolve. The team can explain which documents are relevant.
Contact KPA before sending financial records or sensitive documents.
Records to have in mind
- Your current income and expected retirement-related changes
- Recent tax returns and relevant financial records
- Superannuation or pension information relevant to the tax question
- Details of proposed transactions and important dates
- Your goals and any existing advice relevant to the discussion
COMMON QUESTIONS
Before you enquire.
Does this include investment recommendations?
This service describes taxation advice and strategies. Personal financial and investment recommendations should be discussed separately with an appropriately qualified financial adviser.
Can you help after I have retired?
Yes. KPA’s service addresses taxation in retirement as well as changes you are considering. Tell us about your income and the tax questions involved.
Can the team help with my individual return too?
Yes. Personal tax return preparation is available. We can discuss the records relevant to your retirement income and circumstances.
TALK TO KPA
Discuss the tax side of retirement.
Tell us what is changing and the questions you would like to work through.