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Important SMSF considerations before June 30 | Bell Direct's SMSF expert Olivia Long

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Manage episode 295049267 series 2611018
Content provided by Bell Direct. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bell Direct 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.

With the end of the 2021 financial year just around the corner, Jessica Amir caught up with Bell Direct SMSF expert Olivia Long.
Olivia shares a strategy for SMSF investors that many accountants may not be aware of, plus, she provides some words of wisdom for those that take advantage of salary sacrificing.
In this video Olivia covers:
- (0:32) The importance of topping up your super if you're still working, or why you might need to take money out before June 30 - if you're retired
- (0:53) How you can claim a tax deduction this current year
- (2:07) Three key considerations for SMSF investors

  continue reading

57 episodes

Artwork
iconShare
 
Manage episode 295049267 series 2611018
Content provided by Bell Direct. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bell Direct 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.

With the end of the 2021 financial year just around the corner, Jessica Amir caught up with Bell Direct SMSF expert Olivia Long.
Olivia shares a strategy for SMSF investors that many accountants may not be aware of, plus, she provides some words of wisdom for those that take advantage of salary sacrificing.
In this video Olivia covers:
- (0:32) The importance of topping up your super if you're still working, or why you might need to take money out before June 30 - if you're retired
- (0:53) How you can claim a tax deduction this current year
- (2:07) Three key considerations for SMSF investors

  continue reading

57 episodes

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