Scott Taylor

Scott Taylor, Director of Everest Wealth, shares insightful strategies for building wealth through superannuation. He explains the purpose of super and dives into various types of contributions, including limits and tax implications. Listeners learn about the First Home Super Saver scheme and how to navigate retail versus industry funds. Scott addresses crucial topics like conditions for early release, excess contributions tax, and the benefits of planning for retirement as a young professional. It's a treasure trove of financial wisdom!

Scott Taylor, Director of Everest Wealth, shares his expertise on superannuation and retirement planning. He discusses preservation age and the flexibility of changing phases upon retirement. Learn about Transition to Retire (TTR) strategies, tax implications in retirement, and how the aged pension can be affected by superannuation withdrawals. Scott provides insight on downsizer contributions, binding death nominations, and the importance of early planning to optimize retirement savings.