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Listen "Super tax increasing?"
Episode Synopsis
In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth speak about the ever-topical Div 296 tax proposal and what it will mean for Australians.
Get retirement advice: https://bit.ly/R-plan
Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00
Topics covered today:
A brief history of tax in the superannuation system
How does the proposed Div 296 tax work?
The massive financial impact of using non-indexed caps
Complexity around taxing unrealised gains
Is it still worth investing in superannuation?
What you should be doing right now
Resources for this episode:
Drew on LinkedIn: https://www.linkedin.com/in/drew-meredith-88aba620/
James on LinkedIn: https://www.linkedin.com/in/jporeilly?originalSubdomain=au
Transfer balance caps explained
Div296 explained
James’ post on the cost of non-indexation
Investing in super vs other entities
~~ Resources for the show ~~
Get retirement advice: https://bit.ly/R-plan
Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00
Invest with Rask: https://bit.ly/R-invest
Access all episodes: https://bit.ly/R-notes
Mortgage Broking: https://bit.ly/broke-rask
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Get retirement advice: https://bit.ly/R-plan
Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00
Topics covered today:
A brief history of tax in the superannuation system
How does the proposed Div 296 tax work?
The massive financial impact of using non-indexed caps
Complexity around taxing unrealised gains
Is it still worth investing in superannuation?
What you should be doing right now
Resources for this episode:
Drew on LinkedIn: https://www.linkedin.com/in/drew-meredith-88aba620/
James on LinkedIn: https://www.linkedin.com/in/jporeilly?originalSubdomain=au
Transfer balance caps explained
Div296 explained
James’ post on the cost of non-indexation
Investing in super vs other entities
~~ Resources for the show ~~
Get retirement advice: https://bit.ly/R-plan
Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00
Invest with Rask: https://bit.ly/R-invest
Access all episodes: https://bit.ly/R-notes
Mortgage Broking: https://bit.ly/broke-rask
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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