What you will learn:
This live webinar will be presented by leading retirement author Bec Wilson and Aware Super’s Technical Advice Manager, Ibrahim Ibrahim. Highlights will include:
- How concessional contribution caps, carry‑forward rules and couple‑based strategies may influence tax and retirement outcomes over time.
- How to coordinate retirement timing, accessing super, and transition-to-retirement strategies to optimise income and tax outcomes as a couple.
- Opportunities to access or boost the Age Pension and other government benefits based on couple-specific means tests.
- Helpful tips for couples, such as contribution splitting and making the most of contribution caps.
Helping you and your partner retire confidently
Did you know that planning and retiring as a couple may open up additional tax and income opportunities? This webinar is designed to help you understand the benefits that may be available to you and your partner when you plan to retire.
Join Retirement experts Bec Wilson and Aware Super’s Technical Advice Manager, Ibrahim Ibrahim for a relaxed, friendly and conversational session. Together, they’ll share practical strategies and insights to help you and your partner plan for the retirement you want.
Who is this for?
The webinar is complimentary and open to all, please note you and your partner will each need to register separately for this event using the registration form as spots are limited.
What we'll provide
After registration, you will be sent a confirmation email with the details of the webinar.
Who you’ll hear from
Bec Wilson, Podcaster, author and columnist
One of Australia’s leading authorities on modern retirement. The bestselling author of How to have an epic retirement, Bec also writes for The Sydney Morning Herald, with guest spots on ABC Radio.
Ibrahim Ibrahim, Technical Advice Manager at Aware Super
Ibrahim has over 20 years experience in financial services, primarily in financial advice. He has built his career around helping Australians make confident, informed decisions about their financial future.
