))
ALLAN GRAY – How to maximise your tax benefits this February
Manage episode 424755355 series 3581044
Contenu fourni par Kaya 959. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Kaya 959 ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
The end of the tax year in February presents an opportunity to evaluate the tax efficiency of
your financial plan. With many competing financial priorities in the current economic
climate, as well as the pending changes to the retirement fund system, you may be
wondering whether maximising the annual tax incentives still makes sense.
Discussion points:
Why is it important to think about tax when you consider your financial plan?
What are the tax benefits of saving for retirement using a retirement annuity?
How do these compare to the tax benefits of investing in a tax-free investment
product?
What happens if we “overcontribute” towards our retirement savings in a year?
How can we benefit from excess contributions?
What practical things can we do to get our tax affairs in order?
For Allan Gray clients, what are the cut-off dates for this tax year’s contributions?
Lastly, the million-dollar question, what can we expect from the 2024 Budget
speech? Kaya 959
…
continue reading
your financial plan. With many competing financial priorities in the current economic
climate, as well as the pending changes to the retirement fund system, you may be
wondering whether maximising the annual tax incentives still makes sense.
Discussion points:
Why is it important to think about tax when you consider your financial plan?
What are the tax benefits of saving for retirement using a retirement annuity?
How do these compare to the tax benefits of investing in a tax-free investment
product?
What happens if we “overcontribute” towards our retirement savings in a year?
How can we benefit from excess contributions?
What practical things can we do to get our tax affairs in order?
For Allan Gray clients, what are the cut-off dates for this tax year’s contributions?
Lastly, the million-dollar question, what can we expect from the 2024 Budget
speech? Kaya 959
76 episodes
Partager
