retirement-planning

Are you approaching your preservation age?

How can you reduce your working hours without reducing your income?  How can you maximise pre and post tax contributions? What structures will protect you? Where should you invest? How do you remain ATO-compliant with ever-changing legislation?

The answers to these questions depend on your individual circumstances and are why product based financial advice provided by many large institutions may prove costly.

Back9 offers personal, high-quality, hands-on transition to retirement advice that is specifically designed to suit your unique needs not the general needs of the masses.

We can advise on:

ldi

Assets
Accumulation, Preservation, Liability Driven Investment (LDI)

stock-exchange

Liability
Determination, Management

corporate-advice

General Corporate Advice & Succession Planning
Exit Strategies to unlock value, Maximising after tax funds for further investment, Maximise annual profitability, Cash Flow Management

cgt

Capital Gains Tax
Active Asset Exemption, Small Business Concessions, Rollovers, Retirement Contribution Strategy

piggy

Superannuation
Contribution Strategies

reporting

Reporting
Financial Statements, Income Tax Returns

insurance

Insurance
Liability/Risk Management

Who we help?

We provide high net worth individuals and family groups, sophisticated individual investors, business owners, senior executives and professionals with personalised strategies to maintain, grow and protect their wealth.

Contact Back9 Capital Management Pty Ltd for reliable and comprehensive Financial Planning & Asset Management advice.

Telephone

+61 (2) 9439 7458
+61 (418) 854 838

Fax

+61 (2) 9439 6127

Address

Suite 5G, 171 Gloucester Street,
Sydney NSW 2000 Australia

Postal

PO Box 163,
CROWS NEST NSW 1585