Q&A: Moving wealth from property into super, planning in retirement, benefits of two separate super funds and so on...
In this Q&A podcast, I discuss strategies for maximising superannuation contributions, including the eligibility criteria for large non-concessional contributions and using income from properties and trusts to qualify. A listener seeking retirement planning advice receives insights on optimising investments for income, along with guidance on investing in shares versus property and the implications for estate planning. I also tackle superannuation strategies, exploring the benefits of separating taxable and non-taxable components and comparing the advantages of investing in shares personally…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.