Summer #9 - Downsizer Contributions - Dollars & Making Sense 11 Feb 2025

11 Feb 2025 10:28:00
choosing an adviser

Welcome to our Summer Series of archive blogs from the past year.  We'll be featuring our favourite shows from 2024 until we return in Feb'2025.  Thanks for watching/listening.

Home owners looking to move onto their next place have a unique opportunity to top up their super balances.  This week we welcome a new contributor from IFPA (Institute of Financial Professionals Australia), Stuart Sheary, tech specialist and we're deep diving into Downsizer Contributions to superannuation.  If you own your own home, and need a neat way to bring your retirement balance closer to your goal, this may be a great way of doing it.  Stuart works through the "tips and traps" to take advantage the next time you decide to sell up and move on.

@FMRNB

@Radio Northern Beaches                                                                                               

Ray Trevisan