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EOFY tax planning tips for super
Manage episode 366220827 series 2394975
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Accountants and their clients will have some unique strategy dilemmas to consider in the lead up to 30 June this year. In this episode, we share a conversation with one of our sister brands, The SMSF Adviser Show. Tim Miller, SMSF technical and education manager at Smarter SMSF and Smarter SMSF chief executive Aaron Dunn share a range of tips, traps and strategies SMSF professionals can look to employ with their clients in the lead up to 30 June. Mr Miller highlights some of the key contribution strategies to think about and why increasing mortgage repayments may drive an uptick in downsizer contributions, particularly in the 55 to 65 age group. He also discusses some of the dilemmas faced by SMSF professionals and their clients in relation to pensions with the general transfer balance cap set to index to $1.9 million on 1 July.
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Manage episode 366220827 series 2394975
Content provided by Accountants Daily and Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Accountants Daily and Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Accountants and their clients will have some unique strategy dilemmas to consider in the lead up to 30 June this year. In this episode, we share a conversation with one of our sister brands, The SMSF Adviser Show. Tim Miller, SMSF technical and education manager at Smarter SMSF and Smarter SMSF chief executive Aaron Dunn share a range of tips, traps and strategies SMSF professionals can look to employ with their clients in the lead up to 30 June. Mr Miller highlights some of the key contribution strategies to think about and why increasing mortgage repayments may drive an uptick in downsizer contributions, particularly in the 55 to 65 age group. He also discusses some of the dilemmas faced by SMSF professionals and their clients in relation to pensions with the general transfer balance cap set to index to $1.9 million on 1 July.
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Similar to Accountants Daily Podcast Network
Outsource Acelerator Podcast, hosted by Derek Gallimore, explores business and outsourcing mastery. Inside-knowledge from the outsourcing capital of the world - Manila, Philippines.
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continue reading
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Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
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