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Self-Funded Retiree Issues:

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Whilst many people work towards being able to independently fund their retirement, Self-Funded Retirees represent a minority of retirees within Australia. Whilst there are clear advantages of being a Self-Funded Retiree there are several issues commonly experienced by this group, such as:

  • Eligibility for tax concessions;
  • Tax liability for investments (eg CGT);
  • Managing investments including share portfolios;
  • Eligibility for any additional benefits or entitlements, for example, if previously employed by a government department;
  • Conditions may apply for the release of superannuation held by a nominated fund;
  • Updating their will, to ensure that it reflects any changes that have been made to assets owned by the retiree.

If you have any issues as a Self-Funded Retiree, you may wish to contact our firm and arrange an appointment to see one of our Aged Care & Elder Law Solicitors. Please call us on (02) 9233 4048 or send an email to info@navado.com.au. 

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This webpage (and any material or wording appearing on this webpage) is provided for general information purposes only and does not constitute any Legal Advice. It does not take into account your objectives, your instructions or all of the relevant facts and/or circumstances. Navado accepts no responsibility to any person who relies on the information provided on this website. We further refer you to our Disclaimer.

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