As the Federal Government continues to introduce measures aimed at encouraging Australians to take responsibility, and act decisively, to achieve their own retirement fund outcomes, Australians today are obliged to deal with complex retirement issues.

Many of our clients are now very much retirement focused. This mindset is even starting to take effect on younger clients of the firm.

We, at Mitchell & Partners, can assist our clients to achieve their retirement goals by helping them achieve a reasonable balance between other long term obligations, such as housing loans and child education costs, and the commitment of funds for retirement.

Many of our clients have established their own self-managed superannuation funds. The use of such vehicles has become increasingly popular, as investors remain dissatisfied with the returns achieved by fund managers of public superannuation funds.

At Mitchell & Partners, we work with our clients to ensure that their self-managed superannuation funds comply with the fairly complex legislation that regulates them.

We help our clients move from the investment stage, to the retirement stage, by advising on the taxation implications of lump sum or pension strategies to maximise the funds available to them in their retirement years.

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