Case study: Transferring shares into your SMSF (an in-specie transfer)
Moving assets into the lower-tax super environment can be a rewarding strategy. This is how it’s done.
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Aakash Mehta is a financial adviser and has been working in the financial planning profession for more than 7 years. He has an undergraduate degree in commerce, a post-graduate degree in international finance and a diploma in financial planning. His day-to-day work exposes him to real life financial planning issues around superannuation, retirement, insurance and estate planning, and he contributes to SuperGuide by writing case studies and articles on various financial planning strategies.
Moving assets into the lower-tax super environment can be a rewarding strategy. This is how it’s done.
These case studies show you how to bring forward future super contributions and carry forward unused contributions from the past.
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