Talking Defensive Alternatives

Defensive assets like term deposits and cash can’t always provide the returns retirees need to sustain retirement income.

Security + Growth + Income + Flexibility = Future Safe 

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How to use Future Safe for retirement planning

  • A safety net for a secure transition to retirement

    Patricia wants to preserve her super balance and draw an income to supplement part-time earnings.

  • Reduce the risk of losses through a tax efficient investment

    Christine is concerned about the tax treatment of investment returns outside of super given her high marginal tax rate.

  • Making sure you can leave a legacy for your children

    Laura + Ricardo

    They are happy if their SMSF does not go backwards.