Jim Penner

Back to Business 2022

This past Tuesday the 8th of February we held our annual Back to business day. It was great to catch up face to face with industry colleagues and have some valuable input to start the year.  Following are some tidbits from the day, and this is the first of two blogs on the day. Firstly

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How does Transition to Retirement Work? – Is it right for me?

Transition to Retirement is a Super and income strategy that’s been around for 15+ years and is still somewhat misunderstood.  Here’s how it works: If you have achieved Super preservation age, and wish to supplement your income, (or alternatively reduce incomes tax and keep your current net income the same), then Transition to Retirement is

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