“Superannuation Re-contribution Strategy”

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By making a lump sum withdrawal from superannuation and re-contributing the amount to the fund as a Non-Concessional Contribution, a client aged under 60 may be able to increase the tax effectiveness of a resulting income stream.

The withdrawal and re-contribution allows the potential increasing of the tax free component which is used to calculate the tax free amount attributable to each income stream payment under the proportioning rule.

The tax free amount is the annual amount that is paid to the income stream recipient tax free.


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Newbrocom Pty Ltd (ABN 39 152 026 330) trading as Momentum Financial Planning is an authorised representative of Charter Financial Planning Limited, Australian Financial Services Licensee Licence number 234665.



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