Superannuation & Retirement Planning Services for Australians
Retire with confidence, clarity, and a personalised plan.
- Supperannuation & Retirement
Plan Your Retirement With Expert Accountant Guidance
We help Australians make confident retirement decisions by building tailored strategies that balance retirement income, superannuation fund, and lifestyle goals. Whether you’re just starting to think about life after work or you’re ready to transition into retirement, our team will guide you through every step. We simplify complex financial decisions so you can feel secure about your future and enjoy the freedom you’ve worked hard for.
Retire Earlier With the Right Strategy
Our experienced advisors help you unlock more innovative ways to retire early, without compromising your lifestyle.
Minimise Tax and Maximise Lifetime Income
With strategic super contributions and tax-aware drawdowns, we help you get more from your retirement income.
Peace of Mind Through Certified Financial Planning
Work with licensed experts who map out your retirement using reliable indicator of future forecasts and compliant financial advice.
Book Your Superannuation & Retirement Planning Discovery Call
Let’s explore how you can retire with clarity, confidence, and a tax-smart strategy. In this free session, we’ll review your superannuation fund setup, assess your projected retirement income, and identify ways to maximise your super balance, minimise tax, and ensure you’re on track for the lifestyle you want after work. Whether you’re 5 or 15 years from retirement, we’ll show you the smartest next steps.
What’s Included in Our Retirement Planning Services
Our comprehensive retirement services cover superannuation fund, tax, budgeting, and investment planning — all tailored to your unique journey.
Superannuation Review & Contribution Strategy
We assess your current super balance, administration fees, and super contributions options to help you boost your long-term financial security.
Transition to Retirement (TRIS) Income Stream Setup
Transition gradually into retirement by drawing part of your super fund and continuing to contribute through work.
Tax Planning for Pension & Income Phases
Ensure your withdrawals are tax-efficient with guidance tailored to your age and financial situation.
Investment Allocation Advice (Pre/Post Retirement)
We align your investments to match your retirement timeline and risk appetite.
Retirement Budgeting & Drawdown Forecasts
Plan your annual expenses with clear drawdown models so your savings last longer.
Estate & Legacy Planning Support
We help ensure your superannuation fund, assets, and wishes are distributed tax-effectively and with clarity.
Why Choose Fast Accountants for Superannuation & Retirement Planning?
Retirement is one of the most significant financial transitions in your life, and the decisions you make today will shape your retirement income, lifestyle, and overall well-being for decades to come. Our Retirement Planning services help Australians gain control of their superannuation fund, minimise tax, and build a personalised plan for a comfortable retirement.
Benefits for Super-Savvy Australians
Many people reach retirement without understanding how their super fund, tax position, or income stream work — or how much they truly need to retire. That’s where professional guidance makes all the difference.
At Fast Accountants, your retirement plan is led by Simon Dutta, a CPA-qualified retirement and superannuation fund specialist. With over a decade of experience helping Australians transition into financial independence, Simon offers clear, tax-effective strategies to turn your super fund into lasting retirement income — with less stress, better timing, and more certainty.
When’s the Right Time?
- You're unsure how much super balance you really need to retire
- You’re over 50 and haven’t built a clear retirement income plan
- You’re thinking about accessing super fund (TRIS or retirement)
- You want to reduce tax and maximise super contributions while still working
- You’ve outgrown DIY superannuation fund strategies and want expert support
- Built on Purpose. Driven by Results.
Onboarding Process
Our process is built to simplify retirement planning — we listen, strategise, and deliver a clear path to financial freedom.
Book Your Discovery Call
We start with a call to learn more about your lifestyle, financial situation, and retirement expectations.
Retirement Strategy Roadmap
We create a personalised plan that considers your super balance, super contributions, and desired retirement income.
Ongoing Support
Whether you want an annual review or a one-time setup, we provide flexible service options.
Who We Help
Mid-Career Professionals (Ages upto 55)
Start preparing early with structured advice and superannuation optimisation.
Pre-Retirees (Ages 55 and over)
Maximise your position and avoid costly retirement mistakes.
Business Owners Planning an Exit
Prepare your business for sale and your finances for the next phase.
Self-Managed Super Fund (SMSF) Trustees
We support trustees with compliance, contribution caps, and pension strategy.
High-Income Earners Looking to Retire Early
Explore early retirement options while maintaining tax efficiency and lifestyle.
Why Choose Fast Accountants?
10+ Years Helping Australians Retire Smarter
With a long track record, we’ve helped hundreds of Australians move toward retirement with confidence.
Partnered with Financial Planner (CFP®) & ASIC Licensed
Your retirement strategy is built by qualified experts with the right licensing.
Transparent Fees, No Hidden Commissions
We offer fixed-fee advice with no trailing commissions or product bias.
Trusted by Professionals, Families, and Business Owners
Clients across Australia trust us with one of the most significant financial transitions in their lives.
Tailored Advice, Not Cookie-Cutter Plans
We consider your career, assets, family, goals, and values not just your age.
Business Advisory FAQs
Explore the most common questions about superannuation, tax timing, retirement income, and more — all answered.
Ideally by age 40–50, but it’s never too early or late to start. The earlier you begin, the more control you have over outcomes.
Yes, under specific conditions or via a Transition to Retirement Income Stream (TRIS) strategy.
This depends on your lifestyle and life expectancy. We provide a forecast based on your current situation and goals.
Absolutely — we offer SMSF strategy advice, pension setup, and compliance guidance. Some of the services are offered by our partner organisations.
Yes — book your discovery call with no cost and no obligation.
Visit Us Across Sydney
Need in-person support? You’ll find Fast Accountants in key business hubs across the city, ready to help you stay financially strong
Sydney Office
Located in the heart of the CBD, perfect for busy professionals and city-based businesses.
Parramatta Office
Supporting Western Sydney’s thriving business community with trusted financial expertise.
Mascot Office
Just minutes from the airport, ideal for fast-growing trades, logistics, and service-based businesses.
Bondi Office
Your go-to local accountants for creatives, startups, and retailers in the Eastern Suburbs.