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CFL Financial location Level 9, 360 Queen Street Brisbane, QLD 4000
fax CFL Financial 07 3328 8999
phone CFL Financial 07 3328 8988
Email CFL Financial mail@cflfinancial.com.au

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Retirement-in style

Retire in style checklist™

There are a few reasons why Business Owners need a Retire In Style Checklist

If you’re a successful and Motivated business owner, and want to set yourself up for retirement, this guide would be perfect for you. My clients who follow these 3 simple steps live with comfort, security and the peace of mind that financial success brings.

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The Retirement Prosperity Guide™

Make sure you don’t miss out on the Retirement Prosperity Guide

If you’re a busy Professional and you feel like you’re not building your wealth fast enough and you want smarter ways to utilise your cash flow, this guide is perfect for you. Clients who have used our strategies have the peace-of-mind knowing they have a ‘game plan’ for financial abundance.

CFL’s Fab 4 Super Strategies

Posted on Jun 14, 2017 by CFL

1. Optimise super contributions
Review your contribution amounts and types already made and make additional contributions to optimise the super caps.

2. Spouse contribution splitting
It’s now MORE important for couples to consider evening up your super balances, due to the $1.6 million cap on pension accounts after 1/7/17. Couples can split up to 85 per cent of concessional contributions made this financial year with their spouse (provided the spouse is not over age 65 or reached their preservation age and retired).
Note: There are some rules on the timing of these so contact us for more information.

3. Make a spouse contribution and you could be eligible for a tax offset
Is your spouse’s assessable income, reportable fringe benefits and reportable employer contributions total less than $13,800? If yes then consider making a non-concessional contribution to your spouse’s super fund. The offset is calculated as 18% of the contribution, up to a maximum of $540 (requires a $3,000 contribution).

4. Last Chance to receive a government co-contribution of up to $500
If your income* is less than $51,021 then consider making a non-concessional contribution of up to $1,000 to super. The maximum co-contribution is 50 per cent of the contribution, up to a maximum $500 for income below $36,021.

If you want to pay less tax or get free money from the Government, book an obligation free Super Strategy Session with a CFL advisor here!

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Retirement-in style

Retire in style checklist™

There are a few reasons why Business Owners need a Retire In Style Checklist

If you’re a successful and Motivated business owner, and want to set yourself up for retirement, this guide would be perfect for you. My clients who follow these 3 simple steps live with comfort, security and the peace of mind that financial success brings.

Retirement-prosperity-thumbnail

The Retirement Prosperity Guide™

Make sure you don’t miss out on the Retirement Prosperity Guide

If you’re a busy Professional and you feel like you’re not building your wealth fast enough and you want smarter ways to utilise your cash flow, this guide is perfect for you. Clients who have used our strategies have the peace-of-mind knowing they have a ‘game plan’ for financial abundance.

Schedule An Appointment With Us

contact us

Email:
Phone: 07 3328 8988
Fax: 07 3328 8999

Office Location:
Level 9, 360 Queen Street
Brisbane
QLD 4000

Postal Address:
GPO Box 2468,
Brisbane,
QLD, 4001

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