In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O’Reilly, from Northeast Wealth cover a range of topics including when to get EOFY financial advice, how to avoid gifting too much money in retirement, and whether one listener can get a tax refund from AustralianSuper.
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Topics covered today:
- Timeframes to get financial advice
- ASIC review of industry funds / private markets
- Where are we situated with Div296?
- How retirees can avoid the trap of excessive gifting
- AustralianSuper’s ability to obtain a tax deduction for previous years’ tax