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内容由Luke Smith提供。所有播客内容(包括剧集、图形和播客描述)均由 Luke Smith 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Luke on 2CC – Should I sell an investment property and put money into super?

 
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Manage episode 422852404 series 3527141
内容由Luke Smith提供。所有播客内容(包括剧集、图形和播客描述)均由 Luke Smith 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired live on Friday 7 June 2024. With the end of financial year just around the corner, this weeks topic looks at the issues around selling your investment property and putting it into super. There are some reasons to consider this strategy, especially if you’re approaching retirement age. Thank you for joining us live on 2CC or your favourite podcast streaming service.

Key topics covered include:

  • What are the things to consider around keeping an investment property?
  • What are your needs given the value of the asset?
  • What is the true yield (net income) of your investment property? Don’t just look at the rent, there’s costs too, rates, insurance, strata, and so on.
  • What is the cost structure of the investment property?
  • What’s the best use of those funds?
  • Is liquidity important to you? Do you have things you’re planning to spend money on?
  • How much can you put into super? Can you claim a tax deduction to offset a capital gain if you have one?
  • Think about timing to make sure you can sell your property and get it into super.
  • Luke shares his top tips around selling an investment property, super and retirement planning. Seek advice if you need help.
https://www.envisionfinancial.com.au/wp-content/uploads/2024/06/The-Strategy-Stacker-Luke-Talks-Money-07062024.mp3

This podcast is also available on Apple Podcasts and Spotify – ‘The Strategy Stacker – Luke Talks Money’

Apple Podcasts on financial planning and money Spotify podcasts on life insurance and financial planningYoutube videos on life insurance and financial planning


Have you thought about selling an investment property before retiring?

Putting money into super by selling an investment property
Selling an investment property and placing the money into super might be a good retirement strategy. Seek advice before you make big decisions to help you plan your outcomes and provide income certainty. Speak to your accountant and a financial planner like Luke.

Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals, including investment, super and retirement. Make an appointment to confidentially discuss your goals. Call Envision Financial Services on 6260 4749. You can use the contact us form to make an appointment, for a confidential discussion about your situation.

Luke will return to 2CC to talk about other ‘Money Matters’ next week. You can catch up with ‘The Strategy Stacker – Luke Talks Money’ podcast at a time that suits you.

We look forward to your company again and Luke’s book Smart Money Strategy is out now.


Avoid the top 5 risks in retirement planning by reading SMART MONEY STRATEGY - Luke's book!

  continue reading

201集单集

Artwork
icon分享
 
Manage episode 422852404 series 3527141
内容由Luke Smith提供。所有播客内容(包括剧集、图形和播客描述)均由 Luke Smith 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired live on Friday 7 June 2024. With the end of financial year just around the corner, this weeks topic looks at the issues around selling your investment property and putting it into super. There are some reasons to consider this strategy, especially if you’re approaching retirement age. Thank you for joining us live on 2CC or your favourite podcast streaming service.

Key topics covered include:

  • What are the things to consider around keeping an investment property?
  • What are your needs given the value of the asset?
  • What is the true yield (net income) of your investment property? Don’t just look at the rent, there’s costs too, rates, insurance, strata, and so on.
  • What is the cost structure of the investment property?
  • What’s the best use of those funds?
  • Is liquidity important to you? Do you have things you’re planning to spend money on?
  • How much can you put into super? Can you claim a tax deduction to offset a capital gain if you have one?
  • Think about timing to make sure you can sell your property and get it into super.
  • Luke shares his top tips around selling an investment property, super and retirement planning. Seek advice if you need help.
https://www.envisionfinancial.com.au/wp-content/uploads/2024/06/The-Strategy-Stacker-Luke-Talks-Money-07062024.mp3

This podcast is also available on Apple Podcasts and Spotify – ‘The Strategy Stacker – Luke Talks Money’

Apple Podcasts on financial planning and money Spotify podcasts on life insurance and financial planningYoutube videos on life insurance and financial planning


Have you thought about selling an investment property before retiring?

Putting money into super by selling an investment property
Selling an investment property and placing the money into super might be a good retirement strategy. Seek advice before you make big decisions to help you plan your outcomes and provide income certainty. Speak to your accountant and a financial planner like Luke.

Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals, including investment, super and retirement. Make an appointment to confidentially discuss your goals. Call Envision Financial Services on 6260 4749. You can use the contact us form to make an appointment, for a confidential discussion about your situation.

Luke will return to 2CC to talk about other ‘Money Matters’ next week. You can catch up with ‘The Strategy Stacker – Luke Talks Money’ podcast at a time that suits you.

We look forward to your company again and Luke’s book Smart Money Strategy is out now.


Avoid the top 5 risks in retirement planning by reading SMART MONEY STRATEGY - Luke's book!

  continue reading

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