238 tax inside superannuation & aged care changes

In today's episode Glen and retirement specialist Martin McGrath answer your questions around tax in super and preparing for aged care. They touch on:

👉 tax implications in pension vs. accumulation phases of super

👉🏻 what is contributions tax

👉🏿 what happens if you exceed the super contributions cap

👉🏼 making the most of your transition to retirement (TTR) account

👉🏽 planning around new aged care rules taking effect in July 2025

👉🏾 strategies for covering aged care costs without selling assets

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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 trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313.

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