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Home / Retirement planner / Case studies / Case study: High earners near retirement aim for six-figure income and tax-free inheritance

Case study: High earners near retirement aim for six-figure income and tax-free inheritance

Kate CrawfordKate Crawford

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About the author

Kate Crawford
Kate Crawford
Kate has worked in the superannuation sector since 2003. Her experience ranges from customer service to financial advice, member education, complaints management, trustee services, and learning and development. She currently develops content and facilitates learning sessions for super professionals with the Association of Superannuation Funds (ASFA) as well as writing for SuperGuide.
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