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In this video we explain what carry forward concessional contributions are and how you can benefit from utilising them. This video is specific to the 2023/24 financial year.
If you would like tailored financial advice from an Australian licensed Financial Planner visit us at
guidedinvestor.com.au.
--TIME STAMPS-
00:00 Introduction to carry-forward concessional contributions
00:45 What carry-forward concessional contributions are
01:24 Example of carry-forward concessional contributions
01:44 How carry-forward concessional contributions work
02:38 Eligibility criteria for carry-forward concessional contributions
03:16 How to find out your available carry-forward concessional contributions.
03:54 The pros of utilising carry-forward concessional contributions
04:58 The factors to consider before using carry-forward concessional contributions.
DISCLAIMER:
The information contained in this video is for Australian residents only. The information does not take into account the particular investment objectives or financial situation of any potential viewer. It does not constitute, and should not be relied on as, financial or investment advice or recommendations (expressed or implied) and it should not be used as an invitation to take up any investments or investment services.
No investment decision or activity should be undertaken on the basis of this information without first seeking qualified and professional advice.
The video is power by Guided Investor. Guided Investor is a corporate authorised representative (CAR:001290418) of Symmetry Group (AFSL: 426385). Its employees or contractors do not represent or guarantee that the information is accurate or free from errors or omissions and therefore provide no warranties or guarantees. Guided Investor disclaims any and all duty of care in relation to the information and liability for any reliance on investment decisions, claiming the use or guidance of this publication or information contained within it.
For more information, please visit: guidedinvestor.com.au/