With 30 June approaching, now is the time to review your super contributions. From catch-up contributions to spouse strategies and downsizer contributions, there may be opportunities to grow your retirement savings and potentially improve your tax position before EOFY.
Discover ways to answer the common question ‘How much do I need to retire?’
Deciding to downsize is a deeply personal decision, and one that needs to be carefully considered from every angle to ensure a move to downsize feels liberating – not limiting.
With so many complex and time‑sensitive decisions to make during an already emotional period, getting the right advice can be critical in helping families make informed choices and avoid costly mistakes.
A practical 14-point checklist to help SMSF trustees prepare for EOFY 2025 with smart contributions, strategy and compliance tips.
Learn why the months leading up to 30 June provide an opportunity to review your super balance and look at ways to boost your retirement savings.
