Luke on 2CC – How much can you put into your super?

Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in  Money Matters, which aired on Friday 5 May 2023. The topic this week is an important one as we approach the end of financial year: How much can you put into your super?

Key topics covered include:

• The end of financial year is just around the corner!
• How do you figure out how much money you can put into super this year?
• What are the specific questions to ask my super fund?
• Do you have previous year cap space you can use too?
• PSS members (and other defined benefit scheme members) check your statement for the cap space you have
• How do you make a contribution to your fund?
• Have you completed your ‘Notice of intent’ form to claim a tax deduction?
• Luke shares his top tips around contributing to super before the end of the financial year.

https://www.envisionfinancial.com.au/wp-content/uploads/2023/05/The-Strategy-Stacker-Luke-Talks-Money-05052023.mp3

Also available on Apple Podcasts and Spotify – ‘The Strategy Stacker – Luke Talks Money’

Do you need help with your super or retirement plan?

Do you know how much you can put into super this financial year and claim a tax deduction for? Super can be complicated, so seek advice if you need help. Don’t leave it until the end of financial year to make your contributions as they need to be received by your super fund by the 30 June deadline.

Luke as a Financial Planner can refer you to a mortgage broker at no cost to help you get a better home loan. Luke himself can help you set up a financial planning strategy to help you achieve your personal financial goals.  Make an appointment to confidentially discuss investment, super, insurance and/or retirement planning. Call Envision Financial Services on 6260 4749. You can use the contact us form to make an appointment, for a confidential discussion about your situation.

Luke will return to 2CC to talk about other matter matters next week. You can  also catch up with ‘The Strategy Stacker – Luke Talks Money’ podcast at a time that suits you.

We look forward to your company again and Smart Money Strategy – Your Ultimate Guide to Financial Planning is out now.