Published: 07/02/2022
Category: Member Benefits
Published: 07/02/2022
Category: Member Benefits

Are you nearing retirement? If so, you might be interested in IFS Financial Planning Expert Craig Sankey’s article where he discusses concessional contributions and how they could help you now and in the long-term.

Are you nearing retirement? If so, you might be interested in Craig Sankey’s article below where he discusses concessional contributions and how they can help you from a tax perspective, now and in the long-term.

Craig provides some tips for a soon-to-retire worker who still has mortgage payments and a woman who is fully retired and concerned about her tax liability from shares she has franked.

Click on this link What you need to know about concessional super contributions (thenewdaily.com.au) to learn more.

Craig is the technical expert in all things financial planning at Industry Fund Services (IFS). IFS is owned by a number of major industry super funds and was a pioneer of no-commission, fee-for-service financial advice. Many industry super funds partner with us for financial planning services that their members can trust.

Click here to see if your super fund partners with IFS and call your fund directly to arrange an appointment.

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How concessional contributions could help with your tax

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How concessional contributions could help with your tax