Ask An Adviser: Retirement Tax Strategies Everyone Should Know - Dylan Pargiter-Green скачать в хорошем качестве

Ask An Adviser: Retirement Tax Strategies Everyone Should Know - Dylan Pargiter-Green

The more you understand about the Australian financial system, the more you realise there are plenty of ways that those with means find ways to minimise tax. Today, we're sharing two tax minimisation strategies that the wealthy use to boost their retirement savings. To take us through them we're joined by Dylan Pargiter-Green, financial adviser and Director at Bold Wealth. Even if you're far away from retirement, they're good to know. (And maybe something to share with your parents!) 0:00 Welcome & Guest Dylan Pargiter-Green 3:00 Case Study Recap & New Mr. Equity Scenario 5:00 Retirement Planning for All (Wealth Transfer) 7:30 Retirement Fears & Planner's Role 13:00 Strategy 1: Transition to Retirement (TTR) Pension 16:30 TTR Benefits: Tax & Debt 23:00 Super Contributions & Investing Near Retirement 30:30 TTR Case Study Results & Risks 36:00 Strategy 2: Recontribution (Legacy Planning) 42:00 Recontribution Results & Tax Savings Want more? • Read the Mr Equity retirement case study that Dylan prepared here (https://x40s1z0ymjt.typeform.com/to/L...) • Want to speak to Dylan or another of our hand-picked financial advisers? Fill out the form on our website (https://equitymates.com/advice) and we'll put you in touch. ——— Want to get involved? Join our daily mailing list to stay up to date on all things in business and markets: https://equitymates.beehiiv.com/subsc... If you prefer to listen to the daily headlines you now can: (https://open.spotify.com/show/0LpEJNu...) | (https://podcasts.apple.com/us/podcast...) Have a question? Record a voice note (https://www.speakpipe.com/EquityMates) or send us a message on our website (https://equitymates.com/get-in-touch/) Join the conversation in the Facebook Discussion Group   / equitymates   Looking for professional financial advice? https://equitymates.com/advice/ Check out our 2 bestselling books: https://equitymates.com/books/ Instagram:   / equitymates   X:   / equitymates   TikTok:   / equitymates   LinkedIn:   / equity-mates   ——— Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.