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Luke on 2CC – Should I contribute to super before 30 June?
Manage episode 417763607 series 3527141
Luke Smith에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Luke Smith 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired live on Friday 10 May 2024. This show encourages listeners to consider if they should make a contribution to their superannuation fund before 30 June 2024. The end of financial year is just around the corner and many people are thinking about their tax planning. A superannuation contribution may provide you with a tax deduction if you’re looking for one, as well as help boost your super savings for your retirement. Thank you for joining us live on 2CC or your favourite podcast streaming service.
Key topics covered include:
- Making a super contribution shouldn’t be last minute, if you miss the deadline, it won’t apply this financial year.
- What are 3 strategic reasons you might want to make a contribution to super before 30 June?
- How much can you contribute to super, what’s the limit?
- How do you make a contribution to super and claim a tax deduction?
- Don’t forget your ‘Notice of intent to claim a tax deduction’ and give it to your super fund. Without it, your super fund won’t know you want to claim a tax deduction for it when it comes time to doing your tax return.
- What are the concessional catch-up rules?
- Can you put money into super and not claim a tax deduction? Why might you do that?
- Are there any cons to making a contribution to your super before 30 June?
- Luke shares his top tips about making a contribution to super before the end of the financial year.
This podcast is also available on Apple Podcasts and Spotify – ‘The Strategy Stacker – Luke Talks Money’
Have you thought about your end of financial year planning?
Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals, including investment, super and retirement. Make an appointment to confidentially discuss your goals. Call Envision Financial Services on 6260 4749. You can use the contact us form to make an appointment, for a confidential discussion about your situation.
Luke will return to 2CC to talk about other ‘Money Matters’ next week. You can catch up with ‘The Strategy Stacker – Luke Talks Money’ podcast at a time that suits you.
We look forward to your company again and Luke’s book Smart Money Strategy is out now.
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