Advantages to Retiring after 60

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Since July 2007, taxation on superannuation benefits has been simplified for
those retiring after age 60. It can now be summarised simply in two words:
It no longer matters when you started your super, the types of contributions
and how much you make the withdrawl. If your super comes from a taxed
super fund – which most of us have – your benefit will be paid to you taxfree.
If you super comes from an untaxed fund, such as many public sector
funds, you may still be subject to income tax, but at a lower rate than if you
were under age 60.


"We have been with Momentum Financial Planning for over 8 years now and have always received quality financial advice. The guys are easy to talk to and make even the most..."

Greg & Ann, Coffs Harbour
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Meet the Team at Momentum

Shane Gourley

Director / Financial Planner
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Newbrocom Pty Ltd (ABN 39 152 026 330) trading as Momentum Financial Planning is an authorised representative of Charter Financial Planning Limited, Australian Financial Services Licensee Licence number 234665.



Momentum Financial Planning is one of a select number of businesses that has been awarded Certified Quality Advice Practice status by Charter Financial Planning. This programme sets an industry benchmark for providing high-quality financial advice. The certification is awarded based on industry qualifications, demonstrated best practise business operations and proven success in meeting the financial planning needs of clients.

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