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Protect your greatest asset – your income

July 28, 2017 by odyssey Leave a Comment

If you’re employed or self-employed, you should consider Income Protection insurance. Protect your greatest asset – your income

Filed Under: Case Studies

Boost savings via salary sacrifice

July 28, 2017 by odyssey Leave a Comment

If you’re an employee, you may want to sacrifice some of your pre‑tax salary, wages or a bonus payment into your super fund. Boost savings via salary sacrifice

Filed Under: Case Studies

Top up your salary when moving into part time work

July 28, 2017 by odyssey Leave a Comment

If you’re aged 55 or over and plan to scale back your working hours, you may want to invest some of your super in a transition to retirement pension. Top up your salary when moving into part time work

Filed Under: Case Studies

Convert business capital into tax-free retirement benefits

July 28, 2017 by odyssey Leave a Comment

Case study Jane, aged 64, recently sold a business she has owned for the last 10 years for $800,000 and made a capital gain of $700,000. She wants to limit the amount of CGT she has to pay on the sale proceeds and, if possible, get all the money into the concessionally taxed super system to fund her retirement. Convert business […]

Filed Under: Case Studies

Business Owners Preparing for Retirement – Michelle and Cameron

October 31, 2012 by Odyssey FS Leave a Comment

The challenge. Michelle and Cameron were planning to retire within two years. Their immediate need was to find the most effective way to transfer their business premises into their self-managed super fund (SMSF), without breaching their contribution caps. But they also had a complex portfolio of assets, including a company, an SMSF and two business […]

Filed Under: Case Studies

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Phone (08) 9208 1444
Fax (08) 9208 1451

Unit 10, 10 Whipple Street
Balcatta, WA 6021

Our Philosophy

At Odyssey Financial Services, we believe every client is unique, so we support you with a unique financial plan built around your personal … Read more....

Active advice

Our team has a robust process that ensures your investments are reviewed on a monthly basis and adjusted to be in line with our independant research   … Read more....

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Odyssey Financial Services (WA) Pty Ltd. ABN 88 124 789 635
Authorised Representatives of Godfrey Pembroke Limited ABN 23 002 336 254,

Godfrey PembrokeAustralian Financial Services Licensee, Registered Office 105-153 Miller Street, North Sydney NSW 2060.
A member of the National Australia group of companies.

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