Description
This session will cover the contribution opportunities available to clients that have not had the chance to maximise their retirement savings during their working life. From downsizing the family home and using the downsizer superannuation contribution measure to utilising the work test exemption for recently retired clients, we’ll cover the superannuation contribution opportunities available to older clients with reference to numerous examples.
Recorded on Thursday, 21 October 2021.
Presented by Natasha Panagis
1 CPD Hour