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April 20, 2021

Superannuation for Liam

Liam is 40 years old and single, he decides he needs to start building his superannuation in order to retire one day – so he contacted Connolly Wealth Management for financial planning advice from Chris. After talking with Chris, it was established that Liam could implement a superannuation contribution strategy, and it was recommended that he commence salary sacrificing. This way he could increase his super fund contributions tax effectively and still live comfortably on his remaining take-home pay. Liam now feels more confident with his financial situation and is now on track to achieve his retirement planning goal and would like to see Chris again next year to plan to achieve other personal goals and objectives.

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