Taking a Redundancy

Whether you have received a redundancy or considering taking a redundancy, our financial advisers can assist you in understanding the elements of a payment and any super or tax implications that need to be considered.

 

How we can assist:

  • Reviewing and understanding your payout calculation
  • Understanding how termination payments are made and ensuring you get the most out of it
  • Determining whether you are entitled to any Centrelink benefits
  • Assessing your financial goals and making amendments if required
  • Understanding any tax concessions or tax-free components of your redundancy payment
  • Reviewing your financial commitments to understand how long you can meet your ongoing expenses under your payout
  • Recognising how much can be rolled into your superannuation to minimise tax

Contact Us

Questions? Get in touch with our expert planners or dedicated support team.

7 Channon Street

Gympie, QLD 4570

1300 820 704

07 5482 0704

info@excelwealth.com.au

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