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Kreston Dormers Financial Services Pty Ltd
Maximise Super Contributions |
With the end of financial year approaching, it is an ideal time to consider your end of financial year planning.
Strategies that might be advantageous are:
- Maximise your super contributions
1. Personal Concessional Contributions for the Self Employed
2. Salary Sacrifice
3. Government Co-contributions
4. Spouse Contributions
5. Commence a Transition to Retirement Pension for those over 55 years old.
- Move assets held in personal name into Superannuation to take advantage of lower tax rates
- Defer asset sales to move CGT liabilities into the following year
- Maximise tax deductions
1. Pre-pay income protection premiums (non super policies)
2. Pre-pay investment loan interest
To read about these strategies in more detail, click here.
PLEASE NOTE: Do not contribute to superannuation without first speaking with your adviser. There can be adverse tax consequences for exceeding your contribution limits.
Contact Details
If you would like more information on end of financial year strategies or to discuss your end of year planning issues, please contact our financial adviser on 1800 064 959.
If you would like to make an appointment to meet an adviser please contact the Client Services Team on 1800 064 959, or alternatively email clientservices@primestock.com.au.
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