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Downsizer Contribution: Answering some common questions

Downsizer Contribution: Answering some common questions

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Downsizer contributions offer individuals a unique opportunity to optimize their retirement savings strategy by leveraging the proceeds from the sale of their home.

In this episode, your host Garry Johnston speaks to Senior SMSF Technical Specialist Anthony Cullen, to dive into the ins and outs of downsizer contributions. Anthony will answer some common questions regarding downsizer contribution, such as eligibility criteria, reporting requirements and how they interact with other retirement strategies.

 

LINKS

Want to learn more about SMSFs? 

Continue your SMSF journey with our FREE insights email program.

This six-part series delivers education directly to your inbox each week so you can learn the ins and outs of SMSFs in bit-size bits.

Subscribe here: https://bit.ly/3MknEE4

 

CONNECT

Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE

Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au.

 

CREDITS

Host: Garry Johnston, National Manager – Software Sales, SuperConcepts

Guest: Anthony Cullen, Senior SMSF Technical Specialist, SuperConcepts

 

The information in this podcast is factual information only. It doesn’t contain any financial advice or make any recommendations about a financial product or service being right for you. Any opinion stated by a podcast guest are the personal views and opinions of these individuals only and doesn’t necessarily reflect the views of SuperConcepts. It’s important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you.

 

See privacy information https://bit.ly/3E5H7Uf.

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