Clime Private Wealth Monthly Update

Each month you will hear from one of our experienced Clime Private Wealth Advisers who will outline a specific wealth management strategy. In this edition of the From the Desk video presentation, Fanoula Stathatos (VIC & SA) discusses utilising a withdrawal and re-contribution strategy in a post-super reform environment to increase the tax-free component of a superannuation fund. If you would like to learn more about the withdrawal and re-contribution method or how we can assist you to achieve security in your retirement, please contact us on 1300 788 568.

The information provided on this webpage and the rest of clime.com.au is intended for general use only. The information presented does not take into account the investment objectives, financial situation and advisory needs of any particular person nor does the information provided constitute investment advice. Under no circumstances should investments be based solely on the information herein. Please consider our Information Memorandum, Product Disclosure Statement and Financial Services Guide before investing in one of our products. Past performance is no guarantee of future returns.
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