Couple approaching retirement
A couple in their late 60’s consulted with Trilogy Financial Group before selling a vineyard they had owned for many years. The impending sale of the property was for a large sum and they had capital they needed to manage. While there was no capital gains tax liability associated with the sale, it was important these funds were put into a tax friendly environment that would eventually become a tax free environment.
Much of the funds were moved into a self-managed super fund, but with a minimum withdrawal amount required from the account each year, other investment accounts were established. The success of these investment accounts has not only created enough income for the couple to live an extremely comfortable lifestyle but is providing income which is now being distributed to their grown children.
The couple report having tremendous satisfaction in seeing the benefit of this arrangement to the family while they can still enjoy it. They are not just helping the next generation of the family, but seeing those benefits flow through to their grandchildren.
If you are about to manage a large amount of money and you want to ensure the funds are managed wisely and for the long term, make the first step and call Trilogy today to arrange a meeting with one of our adviser teams.
Colin, Whenever I’ve needed access to finance, your “Can do, when do you want it by?’ approach never fails. Even if juggling phone calls to / from your hospital bed is required to assist me.
Action way beyond the call of duty! And I’m still afloat.
– Liz Kearney
We are very pleased with the experience and the level of professionalism we received from Colin and staff at Trilogy.
Thank you for assisting us with our financial future and an organised transition to a happy retirement.
– Gordon & Georgina Schultz
Strategies used by Trilogy have allowed us to enjoy a tax effective retirement income, knowing that our farm Succession plans and Estate planning objectives have been put in place and clearly explained and discussed using mind maps on an interactive screen. This has been supported by a joint meeting with our Solicitor and our Trilogy consultant.
We highly recommend the professional Trilogy team who will work with you to realise your retirement objectives.
– Clients from Trentham Cliffs