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:

👉 concessional & non concessional contributions

👉🏼 the work test

👉🏽 the carry forward rule

👉🏾 spouse splitting

👉🏿 the div 293 tax

👉🏻 making a downsizer contribution

👉 spouse contributions

👉🏼 the government co-contribution

👉🏽 moving assets like shares into super

👉🏾 and some real life case studies!

If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.

🏡 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.

Hosted on Acast. See acast.com/privacy for more information.