EOFY Tax Planning Tips For Super Accountants Daily Podcast Network podcast

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EOFY tax planning tips for super

1+ y ago 24:31

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Innehåll tillhandahållet av Accountants Daily and Momentum Media. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Accountants Daily and Momentum Media eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Accountants and their clients will have some unique strategy dilemmas to consider in the lead up to 30 June this year. In this episode, we share a conversation with one of our sister brands, The SMSF Adviser Show. Tim Miller, SMSF technical and education manager at Smarter SMSF and Smarter SMSF chief executive Aaron Dunn share a range of tips, traps and strategies SMSF professionals can look to employ with their clients in the lead up to 30 June. Mr Miller highlights some of the key contribution strategies to think about and why increasing mortgage repayments may drive an uptick in downsizer contributions, particularly in the 55 to 65 age group. He also discusses some of the dilemmas faced by SMSF professionals and their clients in relation to pensions with the general transfer balance cap set to index to $1.9 million on 1 July.

… continue reading

262 episoder

#Business #Accountants Daily #Momentum Media #MBA

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EOFY tax planning tips for super

Accountants Daily Podcast Network

28 subscribers

published 1+ y ago

Dela

MP3•Episod hem

Innehåll tillhandahållet av Accountants Daily and Momentum Media. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Accountants Daily and Momentum Media eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Accountants and their clients will have some unique strategy dilemmas to consider in the lead up to 30 June this year. In this episode, we share a conversation with one of our sister brands, The SMSF Adviser Show. Tim Miller, SMSF technical and education manager at Smarter SMSF and Smarter SMSF chief executive Aaron Dunn share a range of tips, traps and strategies SMSF professionals can look to employ with their clients in the lead up to 30 June. Mr Miller highlights some of the key contribution strategies to think about and why increasing mortgage repayments may drive an uptick in downsizer contributions, particularly in the 55 to 65 age group. He also discusses some of the dilemmas faced by SMSF professionals and their clients in relation to pensions with the general transfer balance cap set to index to $1.9 million on 1 July.

… continue reading

262 episoder

#Business #Accountants Daily #Momentum Media #MBA

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