321 selling your investment property? how to slash your tax bill using super

Got a rental property you’re thinking of selling before retirement? In this episode, Glen and Martin break down how to use your super to reduce your capital gains tax. They touch on:

👉 how capital gains tax works when selling an investment property

👉🏼 using concessional contributions to reduce your tax bill

👉🏽 what carry-forward rules let you do (and who qualifies)

👉🏾 the bring-forward rule and using non-concessional contributions

👉🏿 when it makes sense to prioritise super over mortgage repayments

👉🏻 how age and super balance limits impact your options

👉 practical tax savings examples and watch-outs for timing

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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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