The Strategy Stacker - Luke Talks Money

Luke on 2CC – Catch-up concessional contributions, a great idea to boost your super


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Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in The Money Show which aired on Friday 24 February 2022. This weeks topic is: Catch-up concessional contributions to super, what are they and how can they help you live comfortably in retirement?

Key topics covered include:

  • What are catch-up concessional contributions?
  • What’s the limit you can put into super each year?
  • The legislation allows you to look back and use up the limits you didn’t use
  • What are the key rules to using this strategy?
  • An example of using this strategy
  • What situations might you use this strategy?
  • How does this strategy work with a transition to retirement strategy?
  • How do you use this strategy – Don’t forget your notice of intent
  • Luke share’s his top tips around using the catch-up contributions strategy.
  • https://www.envisionfinancial.com.au/wp-content/uploads/2023/02/The-Strategy-Stacker-Luke-Talks-Money-24022023.mp3

    Also available on Apple Podcasts and Spotify ‘The Strategy Stacker – Luke Talks Money’


    Do you need financial advice around super or retirement planning?
    Superannuation can be complicated, but  catch-up concessional contributions are a great way to boost your retirement savings. If you need help seek advice.

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

    Luke will return to talk about financial planning on 2CC next Friday. You may also catch up with The Strategy Stacker – Luke Talks Money podcast.

    We look forward to your company again and sharing more news about the book that’s coming 14 March 2023 – Smart Money Strategy – Your Ultimate Guide to Financial Planning.

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    The Strategy Stacker - Luke Talks MoneyBy Luke Smith


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