This episode is week 2 of two episodes discussing Superannuation fundamentals and strategies.
Award-winning financial adviser Sacha Burchgart joins Tim and this week they explore some of the great strategies available within Superannuation.
Sacha and Tim discuss:
- Age milestones of 60 and 65 for Super.
- Transition to Retirement Strategy.
- 5 Year carry forward Rule
- 3 year Bring Forward Rule
- Recontribution Strategies
These are all core strategies that if appropriate and aligned to your objectives,
can provide great benefits.
Burcheart
https://burcheart.com.au/
