Information for advice professionals only.
Using the downsizer contribution strategy can give clients a significant boost in their retirement savings. But meeting the right criteria is important as otherwise it can lead to excess contribution issues. In this podcast we discuss the relevant criteria for making a downsizer contributions to super and frequently asked questions from advisers on this topic.
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SMSF Residency Tests
This podcast explores how this calendar year has seen global equities drop 35.8% from their pre-pandemic high but have since recovered 52.4%, a drop from the February high of 2.4%.
It all started with a big bang
This podcast explores how this calendar year has seen global equities drop 35.8% from their pre-pandemic high but have since recovered 52.4%, a drop from the February high of 2.4%.
What does love and marriage have to do with financial advice?
Things you should know: This commentary has been prepared by Westpac Financial Services Limited for use by advisers and must not be made available to any client. The commentary provides an overview only and should not be considered a comprehensive statement on any matter or relied upon as such. Projections given are predicative in character and whilst every effort has been taken to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The results ultimately achieved may differ materially from these projections. This commentary may also contain material provided by third parties derived from sources believed to be accurate at its issue date. While such material is published with necessary permission, Westpac Financial Services Limited does not accept any responsibility for the accuracy or completeness of, or endorses any such material.