Episode 148

full
Published on:

23rd Apr 2024

Tax time tidy up: get your super in shape

The end of the financial year is fast approaching, so is now the time to check in on your super and consider an extra contribution?

This week on the Friends With Money podcast, Money’s Tom Watson is joined by Renae Anderson, manager of select advice at UniSuper, to chat about the super moves worth considering before and after July 1. They discuss:

  • When and how to make a personal contribution
  • Whether it’s possible to top up a spouse or partner’s super
  • The new super guarantee rate in 2024-25
  • Advice for women looking to boost their super balances
  • The range of advice available from super funds

#friendswithmoney #tomwatson #renaeanderson #superannuation

This episode is brought to you by UniSuper.

Links:

For calculators: Superannuation calculators & tools | UniSuper

For upcoming webcasts: UniSuper Learning Hub (on24.com)

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Email Us: podcast@moneymag.com.au

 

The information in this podcast is of a general nature and doesn’t consider your personal circumstances. Before making decisions, you should consider whether the information is appropriate for your circumstances otherwise seek financial advice.

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About the Podcast

Friends With Money
Earn. Save. Invest.
We all have questions about money; how to earn it, how to spend it, and the best ways to invest so we can watch it grow.

The Friends With Money podcast, created by Money Magazine (Australia’s longest-running and most-read personal finance magazine), shares its extensive network of finance experts, in-depth knowledge of markets and timely advice to help you understand the world of money.

Hosted by senior writer, Tom Watson, and editor-in-chief, Michelle Baltazar, Friends With Money is a weekly chat with a variety of credentialed guests that you won’t want to miss. Listening and learning will help you on the path to financial freedom.