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Superannuation, the Age Pension and tax rules can feel like a minefield and one wrong move can cost you tens of thousands of dollars. In this episode, we walk through real-life case studies that show how small timing and structure decisions can dramatically change your tax bill and pension outcome.
You’ll learn:
- How delaying the sale of an investment property by weeks or months can significantly reduce capital gains tax
- Why selling assets in your last year of work is often far more expensive than selling after retirement
- How catch-up concessional super contributions can be used to legally reduce tax on large capital gains
- How Centrelink’s assets test and income test really work for couples approaching the Age Pension age
- Why income drawn from super does not count as income for the Age Pension, and how deeming actually applies
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Wealthlab helps Australians build wealth, grow businesses, and live life on their terms, through smart financial advice, investing strategies, and financial education.
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Disclaimer:
General advice only. This content doesn’t consider your objectives, financial situation or needs. Consider whether it’s appropriate for you and read our FSG before acting. Past performance is not a reliable indicator of future results. Wealthlabplus Pty Ltd (AFSL 485478).
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