Itβs the start of a new financial year and with that comes a bunch of changes that could impact your retirement planning. Glen and Martin unpack whatβs changed from 1 July 2025 and what you need to watch out for before 30 June 2026. They cover:
ππ½ super guarantee increase and how it affects your pay
ππΎ transfer balance cap changes explained
ππΌ new Medicare levy and HELP thresholds
ππΏ why your 30 June super balance really matters
ππ» what to check before making super contributions or starting a pension
To see the slides for this episode watch it on YouTube here: https://youtu.be/JQAYWR01vTU
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Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313.
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