A FOURTH POT FOR YOUR RETIREMENT PLAN

Discussion in 'Share Investing Strategies, Theories & Education' started by Nodrog, 17th Mar, 2017.

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  1. Nodrog

    Nodrog Well-Known Member

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    Gockie, Anne11, pippen and 3 others like this.
  2. Perthguy

    Perthguy Well-Known Member

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  3. Nodrog

    Nodrog Well-Known Member

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    Yes but this keeps it simple as an overview. It's similar to what we do. In simple terms:
    1. Max out $1.6 mil tax free Super pensions - tax 0%.
    2. Max out personal tax free thresholds outside Super (we use Disc Trust) - tax 0%.
    3. Max out accumulation contributions in Super - tax 15%.
    4. If wealthy enough then invest in a Company - tax 30%.

    Also remember the awesome power of franking credits when combined with the above.
     
    Last edited: 17th Mar, 2017
    Westminster, Anne11, Perthguy and 2 others like this.

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