Some Tax & Super Tips

  • —Contribution cap – $25,000 per year for people over age of 50
  • —Beware of excess contribution tax
  • —Do not contribute more than personal taxable income – you cannot make a taxable loss by contributing to super
  • —If you are over 65 years of age, you need to satisfy the work test to be able to contribute to super
  • —Split super contribution with spouse who has lower super balance

How can we help?

We can assist you with a review of your current tax situation to ensure that your income and tax circumstances continue to meet the needs of your changing circumstances and life-stages, and where appropriate we can advise on whether you should be considering insurance or tax effective investments as part of your investment & super strategy.

Please contact us to obtain the notes of the seminar “How to save tax with super?” presented by Theresa Griffin.