With end of financial year just around the corner, learn about options to maximise your super balance and even save on tax.

In the second episode of a two-part special, AMP superannuation expert John Perri shares end of year strategies for super.

Important information:

This podcast is general in nature and hasn’t taken your circumstances into account. Any general tax information provided is intended as a guide only and we recommend you consult with a registered tax agent / tax professional before deciding to act on the information provided. It’s important you consider your personal circumstances and speaking to a financial adviser before deciding what’s right for you. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 11 June 2021. AWM

With end of financial year just around the corner, learn about options to maximise your super balance and even save on tax.

In the first of a two-part special, AMP superannuation expert John Perri shares end of year strategies for super.

Important information:

This podcast is general in nature and hasn’t taken your circumstances into account. Any general tax information provided is intended as a guide only and we recommend you consult with a registered tax agent / tax professional before deciding to act on the information provided. It’s important you consider your personal circumstances and speaking to a financial adviser before deciding what’s right for you. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 28 May 2021. AWM Services Pty Ltd (ABN 15 139 353 496).

Whether retirement feels light years away or finally within reach, it’s never too early to start preparing for a comfortable retirement.

In the final instalment of our special retirement series, we chat to AMP’s Technical Strategy Manager John Perri about the aged pension and tips for tips for retirement planning.

Important information:

This podcast is general in nature and hasn’t taken your circumstances into account. Any general tax information provided is intended as a guide only. It’s important you consider your personal circumstances and speaking to a professional before deciding what’s right for you. The opinions and views featured in this podcast reflect the individual’s own. NB: binding death benefit nominations must satisfy all legal requirements to be binding. Date of publication 21 May 2021. AWM Services Pty Ltd (ABN 15 139 353 496).

In this bonus episode of Simplifying Super, AMP superannuation expert John Perri breaks down the key announcements from the 2021-22 Budget relating to super.

Important information:

This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speaking to a professional before deciding what’s right for you. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 13 May 2021. AWM Services Pty Ltd (ABN 15 139 353 496).

Whether retirement feels light years away or finally within reach, it’s never too early to start preparing for a comfortable retirement.

In part one of a two-part series, AMP’s Technical Strategy Manager John Perri answers some of the most commonly asked questions about retirement, including the age-old question of how much money you actually need for a comfortable retirement.

Important information:

This podcast is general in nature and hasn’t taken your circumstances into account. Any general tax information provided is intended as a guide only. It’s important you consider your personal circumstances and speaking to a professional before deciding what’s right for you. The opinions and views featured in this podcast reflect the individual’s own. NB: binding death benefit nominations must satisfy all legal requirements to be binding. Date of publication 7 May 2021. AWM Services Pty Ltd (ABN 15 139 353 496).

It’s something we never want to think about but is important to be prepared for.

In this episode, AMP’s Technical Strategy Manager John Perri explains how super is treated differently to other assets when a person dies.

Important information:

This podcast is general in nature and hasn’t taken your circumstances into account. Any general tax information provided is intended as a guide only. It’s important you consider your personal circumstances and speaking to a professional before deciding what’s right for you. The opinions and views featured in this podcast reflect the individual’s own. NB: binding death benefit nominations must satisfy all legal requirements to be binding. Date of publication 30 April 2021. AWM Services Pty Ltd (ABN 15 139 353 496).

Superannuation is often one of our greatest assets but how exactly do you access it?

In this episode, AMP’s Technical Strategy Fabian Bussoletti explains how to get money out of super.

Important information:

This podcast is general in nature and hasn’t taken your circumstances into account. Any general tax information provided is intended as a guide only and not to be relied upon. It’s important you consider your personal circumstances and speaking to a professional before deciding what’s right for you. The opinions and views featured in this podcast reflect the individual’s own. NB: The general transfer balance cap will be indexed on 1 July 2021 see: ato.gov.au. Date of publication 22 April 2021. AWM Services Pty Ltd (ABN 15 139 353 496).

Did you know that there are several ways to make contributions to your super?

In this episode we talk to AMP Technical Strategy Manager Fabian Bussoletti about all the ways to contribute to your super and what some of the benefits might be.

Important information:

This podcast is general in nature and hasn’t taken your circumstances into account. Its important you consider your personal circumstances and speaking to a professional before deciding what’s right for you. The opinions and views featured in this podcast reflect the individual’s own. Any general tax information provided is intended as a guide only and is based on the individual’s general understanding of taxation laws current at the date of publication. Date of publication 14 April 2021. AWM Services Pty Ltd (ABN 15 139 353 496).

In the first episode of AMP’s Simplifying Super podcast, we delve into the ins and outs of how superannuation works with our Technical Strategy Manager John Perri.

Important information:

The opinions and views featured in this podcast reflect the individual’s own. Any general tax information provided is intended as a guide only and is based on the individual’s general understanding of taxation laws current at the date of publication. Date of publication 6 April 2021. AWM Services Pty Ltd (ABN 15 139 353 496).