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Retirement | Wealth Creation

How do I live an active, fulfilling + financially secure life in retirement?  

We answer the big questions you may have about living a financially secure and fulfilling life in retirement.

 
 

Accounting + Taxation | Wealth Creation

Are super contributions part of your tax planning?

Putting additional funds into your super could be an effective solution to reduce your tax. Read about the considerations here.

 
 

Financial Advice | Wealth Creation

Spotlight on Darcy Morris – Authorised Rep

All of OzPlan’s Authorised Representatives are experienced Financial Planners. Each Rep, however, also has a specialisation that they are particularly passionate about.  Today we are going to find out what makes Darcy Morris tick …

 
 

Wealth Creation

The importance of SMSF succession planning

Preparing for loss of capacity or death is vital for SMSF members. It’s important to ensure your trust deed is watertight.

 
 

Retirement

Tips how to maximise Age Pension entitlements

Are you mid or pre-retirement and thinking about the Age Pension? Perhaps you think you aren’t eligible or wish you could get more. After some restructuring and with the help of a Financial Advisor, you could be getting more. Read on to find some strategies about how this may be possible

 
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