In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth cover a range of topics including when to get EOFY financial advice, how to avoid gifting too much money in retirement, and whether one listener can get a tax refund from AustralianSuper.

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Topics covered today:

– Timeframes to get financial advice

– ASIC review of industry funds / private markets

– Where are we situated with Div296?

– How retirees can avoid the trap of excessive gifting

– AustralianSuper’s ability to obtain a tax deduction for previous years’ tax

Resources for this episode

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DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

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