Episode 128: Superannuation Strategies

This episode is week 2 of two episodes discussing Superannuation fundamentals and strategies.


Award-winning financial adviser Sacha Burchgart joins Tim and this week they explore some of the great strategies available within Superannuation.
Sacha and Tim discuss:


- Age milestones of 60 and 65 for Super.
- Transition to Retirement Strategy.
- 5 Year carry forward Rule
- 3 year Bring Forward Rule
- Recontribution Strategies


These are all core strategies that if appropriate and aligned to your objectives, can provide great benefits.

Burcheart https://burcheart.com.au/

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Episode 129: Retirement & Ethical Investing

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Episode 127: Superannuation Fundamentals