Free

Retirement Boot Camp

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Mandurah Quay Resort

40 Marina Quay Drive

Mandurah, WA 6210

Australia

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This half day workshop will help you prepare for your retirement.

Whether you are already retired, retiring soon or simply want to plan ahead,

the Retirement Boot Camp will show you how to get the retirement fundamentals right.



Start 8.30am SHARP


PART 1 PLANNING FOR RETIREMENT

• Your budget and how to approach it

• What you want to do — bucket list

• How much will you need

• Don’t panic

• Avoiding scams


PART 2 SUPER AND

ACCOUNT BASED PENSIONS

• What is super

• Industry fund V Retail Fund V SMSF

• Tax & fees

• How do I get an income

• Getting money out


PART 3 INVESTMENTS AND

HOW IT ALL WORKS

• Returns & risk

• Term deposits & cash

• Shares

• Property

• Managed funds

• Diversifi ed funds

• Platforms and how they work


MORNING TEA BREAK


PART 4 CENTRELINK

• Age Pension

• Concession cards

• Income and assets test

• How much will I get

• Tips to improve the pension


PART 5 ESTATE PLANNING

• Wills

• Power of Attorney

• Testamentary Trusts

• What is and isn’t part of the estate


PART 6 WRAPPING IT ALL UP

• Next steps

• Do you need help

• Finding an adviser & what to pay


FINISH 12.00 NOON


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Date and Time

Location

Mandurah Quay Resort

40 Marina Quay Drive

Mandurah, WA 6210

Australia

View Map

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