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232 superannuation part 2

232 superannuation part 2

Season 2 Episode 32 Published 3Β years, 8Β months ago
Description
We're continuing with part 2 of our superannuation mini-series and we cover a lot in this one so strap in! Dev talks about:


πŸ‘‰ spousal contributions & splitting contributions

πŸ‘‰πŸΌ what happens to super when you die & nominating a beneficiary

πŸ‘‰πŸ½ how is superannuation taxed - accumulation / retirement phase

πŸ‘‰πŸΎ changing super funds

πŸ‘‰πŸΏ excess super contributions

πŸ‘‰πŸ» how is taxation/capital gains managed within super

πŸ‘‰ the low income super offset

πŸ‘‰πŸΌ super and the self employed

πŸ‘‰πŸ½ what is the down sizer contributions scheme

πŸ‘‰πŸΎ insurance within super

πŸ‘‰πŸΏ fees in super

πŸ‘‰πŸ» superannuation guarantee


Learn more about Altus Financial here: https://bit.ly/altusm3m


πŸ›‘ Please read our disclaimer + warnings before listening to this episode


πŸ“ Episode transcript: https://bit.ly/m3meptranscripts


πŸ’Έ Quick links to our resources and $20 off The Glen James Spending Plan


my millennial money medical is produced by SYMO interactive, home of my millennial money.

Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. The host of this podcast is an authorised representative of Money Sherpa PTY LTD, which holds financial services license 451289. To download the financial services guide, please visit: https://moneymoneymoney.squarespace.com/s/FSG-Dev-Raga-Personal-Finance-August-2025.pdf


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