Luke on 2CC – Catch-up concessional contributions, a great idea to boost your super

Luke on 2CC – Catch-up concessional contributions, a great idea to boost your super

Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in The Money Show which aired on Friday 24 February 2022. This weeks topic is: Catch-up concessional contributions to super, what are they and how can they help you live comfortably in retirement?

Key topics covered include:

  • What are catch-up concessional contributions?
  • What’s the limit you can put into super each year?
  • The legislation allows you to look back and use up the limits you didn’t use
  • What are the key rules to using this strategy?
  • An example of using this strategy
  • What situations might you use this strategy?
  • How does this strategy work with a transition to retirement strategy?
  • How do you use this strategy – Don’t forget your notice of intent
  • Luke share’s his top tips around using the catch-up contributions strategy.

Also available on Apple Podcasts and Spotify ‘The Strategy Stacker – Luke Talks Money’

Apple Podcasts on financial planning and money Spotify podcasts on life insurance and financial planningYoutube videos on life insurance and financial planning

Do you need financial advice around super or retirement planning?

Catch-up concessional contributions help you boost your super.
Superannuation can be complicated, but  catch-up concessional contributions are a great way to boost your retirement savings. If you need help seek advice.

Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals.  Make an appointment to confidentially discuss investment, super, insurance and/or retirement planning. Call Envision Financial Services on 6260 4749. You can also use our contact us form to make an appointment, for a confidential discussion about your situation.

Luke will return to talk about financial planning on 2CC next Friday. You may also catch up with The Strategy Stacker – Luke Talks Money podcast.

We look forward to your company again and sharing more news about the book that’s coming 14 March 2023 – Smart Money Strategy – Your Ultimate Guide to Financial Planning.

Pre-order Smart Money Strategy here


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