Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired on Friday 5 May 2023. The topic this week is an important one as we approach the end of financial year: How much can you put into your super?
Key topics covered include:
- The end of financial year is just around the corner!
- How do you figure out how much money you can put into super this year?
- What are the specific questions to ask my super fund?
- Do you have previous year cap space you can use too?
- PSS members (and other defined benefit scheme members) check your statement for the cap space you have
- How do you make a contribution to your fund?
- Have you completed your ‘Notice of intent’ form to claim a tax deduction?
- Luke shares his top tips around contributing to super before the end of the financial year.
Also available on Apple Podcasts and Spotify – ‘The Strategy Stacker – Luke Talks Money’
Do you need help with your super or retirement plan?
Luke as a Financial Planner can refer you to a mortgage broker at no cost to help you get a better home loan. Luke himself 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 use the contact us form to make an appointment, for a confidential discussion about your situation.
Luke will return to 2CC to talk about other matter matters next week. You can also catch up with ‘The Strategy Stacker – Luke Talks Money’ podcast at a time that suits you.
We look forward to your company again and Smart Money Strategy – Your Ultimate Guide to Financial Planning is out now.
