A look behind the re-contribution strategy

Key Points How to increase your ‘tax-free’ super and improve age pension outcomes The strategy and steps you need to take The pitfalls to avoid In preservation age). At the same time you should start thinking about a ‘re-contribution strategy’. We’ll explain the strategy and why you might use it in a moment, but first a word of warning. Loss of grandfathering If your current super pension is ‘grandfathered’ (exempt) from the new age pension Income Test deeming rules (see non-concessional contributions you’ve made to your super account since 30 June 2007 plus the preservation age, but you’re under...

In preservation age). At the same time you should start thinking about a ‘re-contribution strategy’.

We’ll explain the strategy and why you might use it in a moment, but first a word of warning.

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