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Redundancy Counseling and Advice. Retirement Planning: Income Streams. Retirement Planning: Transition Tax-effectively. Founded over 20 years ago Maximum Wealth Strategies consists of Wayne Barber, Wes and Rosalyn Curnow, Darren Allsop and Kim…. In the past, people in retirement could have expected that the pension and their accumulated savings might have been enough…. We all need to save more. And we all have aspirations of being more in control of our finances. There are…. It's all about the strategy.

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Redundancy Counseling and Advice. Retirement Planning: Income Streams. Retirement Planning: Transition Tax-effectively. Founded over 20 years ago Maximum Wealth Strategies consists of Wayne Barber, Wes and Rosalyn Curnow, Darren Allsop and Kim…. In the past, people in retirement could have expected that the pension and their accumulated savings might have been enough…. We all need to save more. And we all have aspirations of being more in control of our finances. There are…. It's all about the strategy.

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1 about us

2 services

3 wealth creation

4 superannuation

5 self managed superannuation

6 risk insurance

7 centrelink strategies

8 estate planning

9 direct shares

10 news

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Redundancy Counseling and Advice. Retirement Planning: Income Streams. Retirement Planning: Transition Tax-effectively. Founded over 20 years ago Maximum Wealth Strategies consists of Wayne Barber, Wes and Rosalyn Curnow, Darren Allsop and Kim…. In the past, people in retirement could have expected that the pension and their accumulated savings might have been enough…. We all need to save more. And we all have aspirations of being more in control of our finances. There are…. It's all about the strategy.

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mws.net.au

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Case Studies

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Redundancy Counseling and Advice. Retirement Planning: Income Streams. Retirement Planning: Transition Tax-effectively. Ian is 60 years old, earns a full-time salary of $100,000 pa and has $300,000 invested in super. He wants to boost his retirement savings in a tax-effective manner, but he doesn’t want to reduce his after-tax income. Currently Ian is paying $26,447* in income tax giving him an after-tax income of $73,553. Redundancy: Income Maintenance Period. Income Maintenance Period (IMP). Andrew, a ...

2

Retirement Planning: Income Streams

http://mws.net.au/index.php/services/retirement-planning

Redundancy Counseling and Advice. Retirement Planning: Income Streams. Retirement Planning: Transition Tax-effectively. Retirement Planning: Income Streams. What is an income stream? Income streams are generally available as either pensions or annuities. The main difference between a pension and an annuity is the provider. Pensions are generally provided by superannuation funds. As such, they are usually only purchased with accumulated superannuation monies. Types of income streams. Fixed term. As th...

3

Risk Insurance

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Redundancy Counseling and Advice. Retirement Planning: Income Streams. Retirement Planning: Transition Tax-effectively. Are you employed or self-employed? Would you have a back-up source of income if you were unable to work? How long could you live off your savings alone? What is income protection? Income protection is designed to help in such circumstances replacing your income if you are unable to work as a result of sickness or injury. Providing for your family. Do you have a partner and/or dependants?

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Self-Managed Superannuation

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Redundancy Counseling and Advice. Retirement Planning: Income Streams. Retirement Planning: Transition Tax-effectively. Do-it-yourself super via a self managed super fund (SMSF) is becoming an increasingly popular choice for investors who want to have control over how their super is invested. What is an SMSF? Why establish an SMSF? Like all super funds, an SMSF receives concessional tax treatment. The top tax rate for the investment earnings of your SMSF is 15%. It’s important to note that this t...How m...

5

Risk Insurance

http://mws.net.au/index.php/services/risk-insurance

Redundancy Counseling and Advice. Retirement Planning: Income Streams. Retirement Planning: Transition Tax-effectively. Are you employed or self-employed? Would you have a back-up source of income if you were unable to work? How long could you live off your savings alone? What is income protection? Income protection is designed to help in such circumstances replacing your income if you are unable to work as a result of sickness or injury. Providing for your family. Do you have a partner and/or dependants?

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Redundancy Counseling and Advice. Retirement Planning: Income Streams. Retirement Planning: Transition Tax-effectively. Founded over 20 years ago Maximum Wealth Strategies consists of Wayne Barber, Wes and Rosalyn Curnow, Darren Allsop and Kim…. In the past, people in retirement could have expected that the pension and their accumulated savings might have been enough…. We all need to save more. And we all have aspirations of being more in control of our finances. There are…. It's all about the strategy.

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