Q&A - Income goals, property trade-offs, and the Division 296 unpacked
This episode brings together five listener scenarios united by a common thread: making sound financial decisions under competing pressures: income goals, asset quality, tax reform, and the desire for more time and freedom.The first comes from a couple, both aged 40, with three investment properties and a growing ETF portfolio, asking what it will take to reach $200k in net annual income and reduce their working days as early as possible.The second raises a technical but important question: under Division 296, are franking credits effectively taxed twice for those whose super balances exceed…
The skinny
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