MAXIMISE YOUR INCOME STREAM INVESTMENTS AND SAVE ON CGT

If you sell an asset for a profit, you may want to contribute the money into superannuation and claim a tax deduction for an amount that ‘offsets’ your assessable capital gain. By implementing this strategy, you can invest more money in a tax-effective income stream (such as an allocated pension) and potentially eliminate your capital gains tax (CGT) liability.

Note: This strategy is generally only available if you’re self-employed, substantially self-employed or under 65 and recently retired.

Before selling any investments, we recommend that you talk to one of our financial advisers. Not only can we help you decide if this strategy is appropriate for you, we can also show you a number of alternative strategies that may prove to be more suitable for your lifestyle and financial needs.

Click here to download a brochure (PDF - 156Kb)
 
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