8 Tax Strategies for Retirement Every Pre-Retiree MUST Know
SuperGuy SuperGuy
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 Published On Apr 13, 2024

Don't wait until retirement to implement tax-effective retirement strategies. The benefits of most tax strategies begin before retirement, not after, and in this video I'll show you why.

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⏱ Timestamps
00:00 - 8 Tax Strategies for Retirement Every Pre-Retiree MUST Know
00:44 - #1 Salary Sacrifice
02:18 - #2 Personal Concessional Contribution
03:18 - #3 Transition to Retirement Strategy
04:34 - #4 Account-Based Pension
05:40 - #5 CGT Retirement Exemption
07:32 - #6 Recontribution Strategy
09:16 - #7 Spouse Contribution Tax Offset
10:14 - #8 Low-Income Super Tax Offset
10:50 - Tax on Super Earnings

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-- 8 Tax Strategies for Retirement Every Pre-Retiree MUST Know --

In this video, we'll take a look at 8 tax-efficient strategies for your retirement. Some of these strategies can easily reduce your taxes by thousands of dollars each year. Plus, if you stay until the end, I’m going to give you the answer to the most commonly asked super tax question that I get asked - are super earnings tax-free after 60?

The types of tax strategies for retirement that we’ll be covering include salary sacrifice contributions, personal concessional contributions, transition to retirement strategies, account-based pension, CGT retirement exemption, recontribution strategy, spouse contribution tax offset and the low-income super tax offset.

#SuperGuy #ChrisStrano #Superannuation #RetirementPlanning

DISCLAIMER: The SuperGuy website and SuperGuy YouTube channel contains general advice only. It is not personal advice as it does not take your specific needs or circumstances into consideration. Therefore, you should look at your own financial position, objectives and requirements and seek personal financial advice before making any financial decisions.

General advice is provided by Toro Wealth Pty Ltd trading as SuperGuy Retirement Experts as an Authorised Representative of Core Value FA Pty Ltd (AFSL 480387).

Before acting on any information, you should seek professional advice and verify our interpretation/s before relying on the content or calculators within this website or on the videos, while also considering its appropriateness in relation to your personal situation.

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