Q&A: Moving wealth from property into super, planning in retirement, benefits of two separate super funds and so on... episode artwork

EPISODE · Mar 3, 2025 · 35 MIN

Q&A: Moving wealth from property into super, planning in retirement, benefits of two separate super funds and so on...

from Investopoly · host Stuart Wemyss

In this Q&A podcast, I discuss strategies for maximising superannuation contributions, including the eligibility criteria for large non-concessional contributions and using income from properties and trusts to qualify. A listener seeking retirement planning advice receives insights on optimising investments for income, along with guidance on investing in shares versus property and the implications for estate planning. I also tackle superannuation strategies, exploring the benefits of separating taxable and non-taxable components and comparing the advantages of investing in shares personally versus through a company, particularly focusing on long-term growth and negative gearing benefits. My new book is available for pre-order now: Pre-ordering the book will help me get it into bookstores. So please do me a favour - please consider pre-ordering now - links and pre-order bonus are available here: https://prosolution.com.au/book-preorder-bonus Do you have a question for the podcast? Email us at [email protected]. If you're interested in working with our team and me, discover how we can work together here: https://prosolution.com.au/family-office-servicesIf this episode resonated with you, please leave a rating on your favourite podcast platform. Subscribe to my weekly blog: https://prosolution.com.au/stay-connected IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.

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In this Q&A podcast, I discuss strategies for maximising superannuation contributions, including the eligibility criteria for large non-concessional contributions and using income from properties and trusts to qualify. A listener seeking retirement planning advice receives insights on optimising investments for income, along with guidance on investing in shares versus property and the implications for estate planning. I also tackle superannuation strategies, exploring the benefits of sepa...

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Q&A: Moving wealth from property into super, planning in retirement, benefits of two separate super funds and so on...

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