growing your super, tax saving strategies + what you must know before age 67
In today's episode we're unpacking the various ways you can grow your superannuation through contributions. Glen and financial adviser Wayne Terry from Financial Edge Group chat about:
π concessional & non concessional contributions
ππΌ the work test
ππ½ the carry forward rule
ππΎ spouse splitting
ππΏ the div 293 tax
ππ» making a downsizer contribution
π spouse contributions
ππΌ the government co-contribution
ππ½ moving assets like shares into super
ππΎ and some real life case studies!
If youβd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.
π‘ Join the retire right facebook group
Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.
SYMO interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.
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